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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,633 | $82,674+136.6% | $125,381+56.0% | $68,486+185.7% |
| Participation rate | 92.6% | 75.1%+17.6pp | 82.4%+10.3pp | 67.9%+24.7pp |
| Annual return | -14.32% | -5.97%-8.4pp | 572.31%-586.6pp | -7.85%-6.5pp |
| Employer contribution / active EE | $9,405 | $3,382+178.1% | $4,815+95.3% | $2,597+262.2% |
| Participant deferral / active EE | $11,133 | $6,111+82.2% | $7,448+49.5% | $4,028+176.4% |
| Admin fee / account holder | $4,417 | $6,277-29.6% | $10,007-55.9% | $5,404-18.3% |