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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 | $154,691 | $82,678+87.1% | $125,391+23.4% | $68,490+125.9% |
| Participation rate | 97.7% | 75.1%+22.7pp | 82.4%+15.3pp | 67.9%+29.8pp |
| Annual return | -17.10% | -5.97%-11.1pp | 572.41%-589.5pp | -7.85%-9.2pp |
| Employer contribution / active EE | $7,894 | $3,382+133.4% | $4,816+63.9% | $2,597+204.0% |
| Participant deferral / active EE | $5,581 | $6,111-8.7% | $7,448-25.1% | $4,028+38.6% |
| Admin fee / account holder | $8,898 | $6,277+41.7% | $10,009-11.1% | $5,403+64.7% |