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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 | $202,753 | $82,674+145.2% | $125,381+61.7% | $68,486+196.1% |
| Participation rate | 94.9% | 75.1%+19.8pp | 82.4%+12.5pp | 67.9%+27.0pp |
| Annual return | -13.48% | -5.97%-7.5pp | 572.31%-585.8pp | -7.85%-5.6pp |
| Employer contribution / active EE | $5,481 | $3,382+62.1% | $4,815+13.8% | $2,597+111.1% |
| Participant deferral / active EE | $11,419 | $6,111+86.9% | $7,448+53.3% | $4,028+183.5% |
| Admin fee / account holder | $4,883 | $6,277-22.2% | $10,007-51.2% | $5,404-9.6% |