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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 | $170,007 | $82,674+105.6% | $125,381+35.6% | $68,486+148.2% |
| Participation rate | 96.6% | 75.1%+21.5pp | 82.4%+14.2pp | 67.9%+28.7pp |
| Annual return | -14.94% | -5.97%-9.0pp | 572.31%-587.2pp | -7.85%-7.1pp |
| Employer contribution / active EE | $7,759 | $3,382+129.4% | $4,815+61.1% | $2,597+198.8% |
| Participant deferral / active EE | $8,153 | $6,111+33.4% | $7,448+9.5% | $4,028+102.4% |
| Admin fee / account holder | $1,833 | $6,277-70.8% | $10,007-81.7% | $5,404-66.1% |