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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 | $82,674+157.2% | $125,358+69.6% | $68,498+210.4% |
| Participation rate | 97.5% | 75.0%+22.5pp | 82.4%+15.1pp | 67.9%+29.6pp |
| Annual return | -16.79% | -5.97%-10.8pp | 572.03%-588.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $5,600 | $3,381+65.6% | $4,814+16.3% | $2,596+115.7% |
| Participant deferral / active EE | $7,057 | $6,111+15.5% | $7,447-5.2% | $4,027+75.2% |
| Admin fee / account holder | $5,904 | $6,276-5.9% | $10,007-41.0% | $5,403+9.3% |