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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 | $215,591 | $82,678+160.8% | $125,391+71.9% | $68,490+214.8% |
| Participation rate | 92.9% | 75.1%+17.8pp | 82.4%+10.5pp | 67.9%+25.0pp |
| Annual return | -16.20% | -5.97%-10.2pp | 572.41%-588.6pp | -7.85%-8.3pp |
| Employer contribution / active EE | $870 | $3,382-74.3% | $4,816-81.9% | $2,597-66.5% |
| Participant deferral / active EE | $8,437 | $6,111+38.0% | $7,448+13.3% | $4,028+109.5% |
| Admin fee / account holder | $1,474 | $6,277-76.5% | $10,009-85.3% | $5,403-72.7% |