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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 | $156,182 | $69,012+126.3% | $160,037-2.4% | $68,490+128.0% |
| Participation rate | 96.0% | 65.4%+30.6pp | 78.0%+18.0pp | 67.9%+28.1pp |
| Annual return | -16.44% | -9.65%-6.8pp | 408.95%-425.4pp | -7.85%-8.6pp |
| Employer contribution / active EE | $3,533 | $2,212+59.7% | $4,226-16.4% | $2,597+36.1% |
| Participant deferral / active EE | $11,268 | $4,212+167.6% | $6,184+82.2% | $4,028+179.8% |
| Admin fee / account holder | $4,631 | $4,798-3.5% | $8,716-46.9% | $5,403-14.3% |