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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 | $83,113 | $82,674+0.5% | $125,381-33.7% | $68,486+21.4% |
| Participation rate | 90.9% | 75.1%+15.9pp | 82.4%+8.5pp | 67.9%+23.0pp |
| Annual return | -16.29% | -5.97%-10.3pp | 572.31%-588.6pp | -7.85%-8.4pp |
| Employer contribution / active EE | $9,517 | $3,382+181.4% | $4,815+97.7% | $2,597+266.5% |
| Participant deferral / active EE | $13,264 | $6,111+117.1% | $7,448+78.1% | $4,028+229.3% |
| Admin fee / account holder | $14,673 | $6,277+133.8% | $10,007+46.6% | $5,404+171.5% |