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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 | $82,678+162.3% | $125,391+72.9% | $68,490+216.6% |
| Participation rate | 98.7% | 75.1%+23.6pp | 82.4%+16.3pp | 67.9%+30.8pp |
| Annual return | -17.19% | -5.97%-11.2pp | 572.41%-589.6pp | -7.85%-9.3pp |
| Employer contribution / active EE | $4,744 | $3,382+40.3% | $4,816-1.5% | $2,597+82.7% |
| Participant deferral / active EE | $11,773 | $6,111+92.6% | $7,448+58.1% | $4,028+192.3% |
| Admin fee / account holder | $2,471 | $6,277-60.6% | $10,009-75.3% | $5,403-54.3% |