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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 | $182,759 | $82,678+121.0% | $125,391+45.8% | $68,490+166.8% |
| Participation rate | 95.8% | 75.1%+20.7pp | 82.4%+13.4pp | 67.9%+27.9pp |
| Annual return | -16.15% | -5.97%-10.2pp | 572.41%-588.6pp | -7.85%-8.3pp |
| Employer contribution / active EE | $6,955 | $3,382+105.6% | $4,816+44.4% | $2,597+167.8% |
| Participant deferral / active EE | $11,314 | $6,111+85.1% | $7,448+51.9% | $4,028+180.9% |
| Admin fee / account holder | $5,973 | $6,277-4.9% | $10,009-40.3% | $5,403+10.5% |