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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 | $204,742 | $142,361+43.8% | $119,608+71.2% | $134,509+52.2% |
| Participation rate | 86.4% | 82.8%+3.5pp | 79.3%+7.1pp | 81.2%+5.1pp |
| Annual return | -12.73% | -12.46%-0.3pp | -14.98%+2.3pp | 418.13%-430.9pp |
| Employer contribution / active EE | $11,660 | $5,224+123.2% | $4,232+175.5% | $4,741+146.0% |
| Participant deferral / active EE | $11,502 | $6,468+77.8% | $5,601+105.3% | $6,400+79.7% |
| Admin fee / account holder | $1,014 | $13,588-92.5% | $10,326-90.2% | $11,427-91.1% |