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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 | $186,741 | $82,678+125.9% | $125,391+48.9% | $68,490+172.7% |
| Participation rate | 84.8% | 75.1%+9.8pp | 82.4%+2.5pp | 67.9%+17.0pp |
| Annual return | -17.15% | -5.97%-11.2pp | 572.41%-589.6pp | -7.85%-9.3pp |
| Employer contribution / active EE | $4,100 | $3,382+21.2% | $4,816-14.9% | $2,597+57.9% |
| Participant deferral / active EE | $10,784 | $6,111+76.5% | $7,448+44.8% | $4,028+167.7% |
| Admin fee / account holder | $12,082 | $6,277+92.5% | $10,009+20.7% | $5,403+123.6% |