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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 | $171,305 | $100,805+69.9% | $86,698+97.6% | $134,532+27.3% |
| Participation rate | 94.7% | 79.0%+15.8pp | 76.6%+18.1pp | 81.2%+13.5pp |
| Annual return | -7.81% | 29.09%-36.9pp | 35.95%-43.8pp | 418.27%-426.1pp |
| Employer contribution / active EE | $13,413 | $3,490+284.3% | $2,837+372.8% | $4,741+182.9% |
| Participant deferral / active EE | $4,923 | $5,339-7.8% | $4,656+5.7% | $6,401-23.1% |
| Admin fee / account holder | $4,020 | $10,925-63.2% | $7,493-46.3% | $11,429-64.8% |