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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% | $125,363+85.5% | $68,495+239.5% |
| Participation rate | 96.2% | 75.0%+21.1pp | 82.4%+13.8pp | 67.9%+28.3pp |
| Annual return | -10.71% | -5.97%-4.7pp | 572.15%-582.9pp | -7.84%-2.9pp |
| Employer contribution / active EE | $7,642 | $3,382+126.0% | $4,815+58.7% | $2,596+194.3% |
| Participant deferral / active EE | $5,079 | $6,111-16.9% | $7,447-31.8% | $4,028+26.1% |
| Admin fee / account holder | $5,101 | $6,276-18.7% | $10,005-49.0% | $5,403-5.6% |