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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 | $140,772 | $82,678+70.3% | $125,391+12.3% | $68,490+105.5% |
| Participation rate | 95.6% | 75.1%+20.5pp | 82.4%+13.2pp | 67.9%+27.7pp |
| Annual return | -15.05% | -5.97%-9.1pp | 572.41%-587.5pp | -7.85%-7.2pp |
| Employer contribution / active EE | $7,816 | $3,382+131.1% | $4,816+62.3% | $2,597+201.0% |
| Participant deferral / active EE | $10,217 | $6,111+67.2% | $7,448+37.2% | $4,028+153.7% |
| Admin fee / account holder | $16,309 | $6,277+159.8% | $10,009+62.9% | $5,403+201.9% |