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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 | $154,560 | $82,678+86.9% | $125,391+23.3% | $68,490+125.7% |
| Participation rate | 93.1% | 75.1%+18.0pp | 82.4%+10.7pp | 67.9%+25.2pp |
| Annual return | -16.34% | -5.97%-10.4pp | 572.41%-588.8pp | -7.85%-8.5pp |
| Employer contribution / active EE | $5,567 | $3,382+64.6% | $4,816+15.6% | $2,597+114.4% |
| Participant deferral / active EE | $11,044 | $6,111+80.7% | $7,448+48.3% | $4,028+174.2% |
| Admin fee / account holder | $10,293 | $6,277+64.0% | $10,009+2.8% | $5,403+90.5% |