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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 | $212,633 | $82,678+157.2% | $125,391+69.6% | $68,490+210.5% |
| Participation rate | 97.5% | 75.1%+22.4pp | 82.4%+15.1pp | 67.9%+29.6pp |
| Annual return | -16.79% | -5.97%-10.8pp | 572.41%-589.2pp | -7.85%-8.9pp |
| Employer contribution / active EE | $5,600 | $3,382+65.6% | $4,816+16.3% | $2,597+115.7% |
| Participant deferral / active EE | $7,057 | $6,111+15.5% | $7,448-5.3% | $4,028+75.2% |
| Admin fee / account holder | $5,904 | $6,277-5.9% | $10,009-41.0% | $5,403+9.3% |