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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 | $216,672 | $82,678+162.1% | $125,391+72.8% | $68,490+216.4% |
| Participation rate | 98.0% | 75.1%+22.9pp | 82.4%+15.6pp | 67.9%+30.1pp |
| Annual return | -18.69% | -5.97%-12.7pp | 572.41%-591.1pp | -7.85%-10.8pp |
| Employer contribution / active EE | $5,584 | $3,382+65.1% | $4,816+16.0% | $2,597+115.0% |
| Participant deferral / active EE | $9,359 | $6,111+53.1% | $7,448+25.7% | $4,028+132.4% |
| Admin fee / account holder | $6,184 | $6,277-1.5% | $10,009-38.2% | $5,403+14.5% |