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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 | $151,783 | $82,674+83.6% | $125,381+21.1% | $68,486+121.6% |
| Participation rate | 93.5% | 75.1%+18.4pp | 82.4%+11.1pp | 67.9%+25.6pp |
| Annual return | -14.41% | -5.97%-8.4pp | 572.31%-586.7pp | -7.85%-6.6pp |
| Employer contribution / active EE | $4,970 | $3,382+46.9% | $4,815+3.2% | $2,597+91.4% |
| Participant deferral / active EE | $9,151 | $6,111+49.8% | $7,448+22.9% | $4,028+127.2% |
| Admin fee / account holder | $31,318 | $6,277+398.9% | $10,007+213.0% | $5,404+479.6% |