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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 | $173,212 | $82,674+109.5% | $125,363+38.2% | $68,495+152.9% |
| Participation rate | 95.6% | 75.0%+20.5pp | 82.4%+13.2pp | 67.9%+27.7pp |
| Annual return | -16.72% | -5.97%-10.8pp | 572.15%-588.9pp | -7.84%-8.9pp |
| Employer contribution / active EE | $4,219 | $3,382+24.8% | $4,815-12.4% | $2,596+62.5% |
| Participant deferral / active EE | $12,187 | $6,111+99.4% | $7,447+63.6% | $4,028+202.6% |
| Admin fee / account holder | $15,403 | $6,276+145.4% | $10,005+53.9% | $5,403+185.1% |