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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 | $190,387 | $82,674+130.3% | $125,358+51.9% | $68,498+177.9% |
| Participation rate | 87.7% | 75.0%+12.6pp | 82.4%+5.3pp | 67.9%+19.8pp |
| Annual return | -15.34% | -5.97%-9.4pp | 572.03%-587.4pp | -7.84%-7.5pp |
| Employer contribution / active EE | $13,802 | $3,381+308.2% | $4,814+186.7% | $2,596+431.6% |
| Participant deferral / active EE | $9,758 | $6,111+59.7% | $7,447+31.0% | $4,027+142.3% |
| Admin fee / account holder | $6,981 | $6,276+11.2% | $10,007-30.2% | $5,403+29.2% |