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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 | $220,485 | $82,678+166.7% | $125,391+75.8% | $68,490+221.9% |
| Participation rate | 97.6% | 75.1%+22.5pp | 82.4%+15.2pp | 67.9%+29.7pp |
| Annual return | -15.99% | -5.97%-10.0pp | 572.41%-588.4pp | -7.85%-8.1pp |
| Employer contribution / active EE | $24,930 | $3,382+637.1% | $4,816+417.7% | $2,597+860.0% |
| Participant deferral / active EE | $12,525 | $6,111+104.9% | $7,448+68.2% | $4,028+211.0% |
| Admin fee / account holder | $4,741 | $6,277-24.5% | $10,009-52.6% | $5,403-12.2% |