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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 | $141,115 | $82,674+70.7% | $125,381+12.5% | $68,486+106.1% |
| Participation rate | 92.9% | 75.1%+17.8pp | 82.4%+10.5pp | 67.9%+25.0pp |
| Annual return | -11.58% | -5.97%-5.6pp | 572.31%-583.9pp | -7.85%-3.7pp |
| Employer contribution / active EE | $23,263 | $3,382+587.9% | $4,815+383.1% | $2,597+795.9% |
| Participant deferral / active EE | $13,834 | $6,111+126.4% | $7,448+85.7% | $4,028+243.5% |
| Admin fee / account holder | $7,838 | $6,277+24.9% | $10,007-21.7% | $5,404+45.0% |