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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 | $168,204 | $82,674+103.5% | $125,363+34.2% | $68,495+145.6% |
| Participation rate | 93.2% | 75.0%+18.2pp | 82.4%+10.9pp | 67.9%+25.4pp |
| Annual return | -17.86% | -5.97%-11.9pp | 572.15%-590.0pp | -7.84%-10.0pp |
| Employer contribution / active EE | $4,728 | $3,382+39.8% | $4,815-1.8% | $2,596+82.1% |
| Participant deferral / active EE | $9,389 | $6,111+53.6% | $7,447+26.1% | $4,028+133.1% |
| Admin fee / account holder | $2,000 | $6,276-68.1% | $10,005-80.0% | $5,403-63.0% |