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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 | $121,064 | $82,674+46.4% | $125,381-3.4% | $68,486+76.8% |
| Participation rate | 98.2% | 75.1%+23.2pp | 82.4%+15.8pp | 67.9%+30.3pp |
| Annual return | -15.43% | -5.97%-9.5pp | 572.31%-587.7pp | -7.85%-7.6pp |
| Employer contribution / active EE | $9,675 | $3,382+186.1% | $4,815+100.9% | $2,597+272.6% |
| Participant deferral / active EE | $11,698 | $6,111+91.4% | $7,448+57.1% | $4,028+190.4% |
| Admin fee / account holder | $6,468 | $6,277+3.0% | $10,007-35.4% | $5,404+19.7% |