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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 | $142,747 | $69,012+106.8% | $160,009-10.8% | $68,486+108.4% |
| Participation rate | 95.7% | 65.4%+30.2pp | 78.0%+17.7pp | 67.9%+27.8pp |
| Annual return | -12.78% | -9.65%-3.1pp | 408.85%-421.6pp | -7.85%-4.9pp |
| Employer contribution / active EE | $4,771 | $2,212+115.7% | $4,225+12.9% | $2,597+83.7% |
| Participant deferral / active EE | $9,787 | $4,212+132.4% | $6,183+58.3% | $4,028+143.0% |
| Admin fee / account holder | $12,659 | $4,798+163.8% | $8,715+45.3% | $5,404+134.3% |