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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 | $132,181 | $54,370+143.1% | $82,763+59.7% | $68,490+93.0% |
| Participation rate | 97.2% | 63.9%+33.3pp | 72.6%+24.7pp | 67.9%+29.3pp |
| Annual return | -17.92% | -13.67%-4.2pp | 702.45%-720.4pp | -7.85%-10.1pp |
| Employer contribution / active EE | $6,230 | $2,219+180.8% | $3,008+107.1% | $2,597+139.9% |
| Participant deferral / active EE | $11,154 | $3,247+243.5% | $4,395+153.8% | $4,028+176.9% |
| Admin fee / account holder | $3,896 | $4,398-11.4% | $5,325-26.8% | $5,403-27.9% |