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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 | $169,088 | $82,674+104.5% | $125,381+34.9% | $68,486+146.9% |
| Participation rate | 95.9% | 75.1%+20.9pp | 82.4%+13.5pp | 67.9%+28.0pp |
| Annual return | -16.16% | -5.97%-10.2pp | 572.31%-588.5pp | -7.85%-8.3pp |
| Employer contribution / active EE | $7,211 | $3,382+113.2% | $4,815+49.8% | $2,597+177.7% |
| Participant deferral / active EE | $13,372 | $6,111+118.8% | $7,448+79.5% | $4,028+232.0% |
| Admin fee / account holder | $5,949 | $6,277-5.2% | $10,007-40.6% | $5,404+10.1% |