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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 | $232,573 | $82,674+181.3% | $125,381+85.5% | $68,486+239.6% |
| Participation rate | 96.2% | 75.1%+21.1pp | 82.4%+13.8pp | 67.9%+28.3pp |
| Annual return | -10.71% | -5.97%-4.7pp | 572.31%-583.0pp | -7.85%-2.9pp |
| Employer contribution / active EE | $7,642 | $3,382+126.0% | $4,815+58.7% | $2,597+194.3% |
| Participant deferral / active EE | $5,079 | $6,111-16.9% | $7,448-31.8% | $4,028+26.1% |
| Admin fee / account holder | $5,101 | $6,277-18.7% | $10,007-49.0% | $5,404-5.6% |