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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 | $181,294 | $82,678+119.3% | $125,391+44.6% | $68,490+164.7% |
| Participation rate | 96.6% | 75.1%+21.5pp | 82.4%+14.2pp | 67.9%+28.7pp |
| Annual return | -14.29% | -5.97%-8.3pp | 572.41%-586.7pp | -7.85%-6.4pp |
| Employer contribution / active EE | $7,956 | $3,382+135.2% | $4,816+65.2% | $2,597+206.4% |
| Participant deferral / active EE | $7,380 | $6,111+20.8% | $7,448-0.9% | $4,028+83.2% |
| Admin fee / account holder | $10,584 | $6,277+68.6% | $10,009+5.7% | $5,403+95.9% |