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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 | $157,968 | $54,370+190.5% | $82,763+90.9% | $68,490+130.6% |
| Participation rate | 94.9% | 63.9%+30.9pp | 72.6%+22.3pp | 67.9%+27.0pp |
| Annual return | -12.33% | -13.67%+1.3pp | 702.45%-714.8pp | -7.85%-4.5pp |
| Employer contribution / active EE | $8,228 | $2,219+270.8% | $3,008+173.5% | $2,597+216.9% |
| Participant deferral / active EE | $8,722 | $3,247+168.6% | $4,395+98.4% | $4,028+116.5% |
| Admin fee / account holder | $360 | $4,398-91.8% | $5,325-93.2% | $5,403-93.3% |