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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 | $82,674+121.1% | $125,358+45.8% | $68,498+166.8% |
| Participation rate | 95.8% | 75.0%+20.7pp | 82.4%+13.4pp | 67.9%+27.9pp |
| Annual return | -16.15% | -5.97%-10.2pp | 572.03%-588.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $6,955 | $3,381+105.7% | $4,814+44.5% | $2,596+167.9% |
| Participant deferral / active EE | $11,314 | $6,111+85.1% | $7,447+51.9% | $4,027+180.9% |
| Admin fee / account holder | $5,973 | $6,276-4.8% | $10,007-40.3% | $5,403+10.5% |