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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 | $222,488 | $82,674+169.1% | $125,381+77.4% | $68,486+224.9% |
| Participation rate | 93.3% | 75.1%+18.3pp | 82.4%+11.0pp | 67.9%+25.4pp |
| Annual return | -19.13% | -5.97%-13.2pp | 572.31%-591.4pp | -7.85%-11.3pp |
| Employer contribution / active EE | $5,062 | $3,382+49.7% | $4,815+5.1% | $2,597+95.0% |
| Participant deferral / active EE | $10,213 | $6,111+67.1% | $7,448+37.1% | $4,028+153.6% |
| Admin fee / account holder | $4,220 | $6,277-32.8% | $10,007-57.8% | $5,404-21.9% |