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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 | $147,030 | $82,674+77.8% | $125,381+17.3% | $68,486+114.7% |
| Participation rate | 84.1% | 75.1%+9.0pp | 82.4%+1.7pp | 67.9%+16.2pp |
| Annual return | -15.43% | -5.97%-9.5pp | 572.31%-587.7pp | -7.85%-7.6pp |
| Employer contribution / active EE | $4,464 | $3,382+32.0% | $4,815-7.3% | $2,597+71.9% |
| Participant deferral / active EE | $8,770 | $6,111+43.5% | $7,448+17.8% | $4,028+117.8% |
| Admin fee / account holder | $22,859 | $6,277+264.2% | $10,007+128.4% | $5,404+323.0% |