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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 | $162,421 | $82,674+96.5% | $125,381+29.5% | $68,486+137.2% |
| Participation rate | 98.4% | 75.1%+23.3pp | 82.4%+16.0pp | 67.9%+30.5pp |
| Annual return | -17.33% | -5.97%-11.4pp | 572.31%-589.6pp | -7.85%-9.5pp |
| Employer contribution / active EE | $7,528 | $3,382+122.6% | $4,815+56.3% | $2,597+189.9% |
| Participant deferral / active EE | $11,491 | $6,111+88.0% | $7,448+54.3% | $4,028+185.3% |
| Admin fee / account holder | $7,090 | $6,277+12.9% | $10,007-29.2% | $5,404+31.2% |