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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 | $216,852 | $82,674+162.3% | $125,363+73.0% | $68,495+216.6% |
| Participation rate | 98.7% | 75.0%+23.6pp | 82.4%+16.3pp | 67.9%+30.8pp |
| Annual return | -17.19% | -5.97%-11.2pp | 572.15%-589.3pp | -7.84%-9.4pp |
| Employer contribution / active EE | $4,744 | $3,382+40.3% | $4,815-1.5% | $2,596+82.7% |
| Participant deferral / active EE | $11,773 | $6,111+92.7% | $7,447+58.1% | $4,028+192.3% |
| Admin fee / account holder | $2,471 | $6,276-60.6% | $10,005-75.3% | $5,403-54.3% |