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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 | $235,357 | $82,674+184.7% | $125,381+87.7% | $68,486+243.7% |
| Participation rate | 94.2% | 75.1%+19.2pp | 82.4%+11.8pp | 67.9%+26.3pp |
| Annual return | -14.33% | -5.97%-8.4pp | 572.31%-586.6pp | -7.85%-6.5pp |
| Employer contribution / active EE | $9,503 | $3,382+181.0% | $4,815+97.4% | $2,597+266.0% |
| Participant deferral / active EE | $8,477 | $6,111+38.7% | $7,448+13.8% | $4,028+110.5% |
| Admin fee / account holder | $2,768 | $6,277-55.9% | $10,007-72.3% | $5,404-48.8% |