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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 | $204,470 | $82,678+147.3% | $125,391+63.1% | $68,490+198.5% |
| Participation rate | 96.0% | 75.1%+20.9pp | 82.4%+13.6pp | 67.9%+28.1pp |
| Annual return | -16.46% | -5.97%-10.5pp | 572.41%-588.9pp | -7.85%-8.6pp |
| Employer contribution / active EE | $6,856 | $3,382+102.7% | $4,816+42.4% | $2,597+164.0% |
| Participant deferral / active EE | $7,792 | $6,111+27.5% | $7,448+4.6% | $4,028+93.4% |
| Admin fee / account holder | $10,871 | $6,277+73.2% | $10,009+8.6% | $5,403+101.2% |