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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 | $193,336 | $82,674+133.9% | $125,381+54.2% | $68,486+182.3% |
| Participation rate | 98.2% | 75.1%+23.2pp | 82.4%+15.8pp | 67.9%+30.3pp |
| Annual return | -16.90% | -5.97%-10.9pp | 572.31%-589.2pp | -7.85%-9.0pp |
| Employer contribution / active EE | $9,169 | $3,382+171.1% | $4,815+90.4% | $2,597+253.1% |
| Participant deferral / active EE | $10,437 | $6,111+70.8% | $7,448+40.1% | $4,028+159.1% |
| Admin fee / account holder | $2,565 | $6,277-59.1% | $10,007-74.4% | $5,404-52.5% |