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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 | $214,566 | $82,678+159.5% | $125,391+71.1% | $68,490+213.3% |
| Participation rate | 98.1% | 75.1%+23.0pp | 82.4%+15.7pp | 67.9%+30.2pp |
| Annual return | -16.85% | -5.97%-10.9pp | 572.41%-589.3pp | -7.85%-9.0pp |
| Employer contribution / active EE | $9,316 | $3,382+175.4% | $4,816+93.4% | $2,597+258.8% |
| Participant deferral / active EE | $8,806 | $6,111+44.1% | $7,448+18.2% | $4,028+118.6% |
| Admin fee / account holder | $4,673 | $6,277-25.6% | $10,009-53.3% | $5,403-13.5% |