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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 | $98,227 | $82,674+18.8% | $125,381-21.7% | $68,486+43.4% |
| Participation rate | 96.4% | 75.1%+21.4pp | 82.4%+14.0pp | 67.9%+28.5pp |
| Annual return | -17.88% | -5.97%-11.9pp | 572.31%-590.2pp | -7.85%-10.0pp |
| Employer contribution / active EE | $10,895 | $3,382+222.2% | $4,815+126.3% | $2,597+319.6% |
| Participant deferral / active EE | $10,628 | $6,111+73.9% | $7,448+42.7% | $4,028+163.9% |
| Admin fee / account holder | $3,799 | $6,277-39.5% | $10,007-62.0% | $5,404-29.7% |