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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 | $228,763 | $82,674+176.7% | $125,381+82.5% | $68,486+234.0% |
| Participation rate | 96.3% | 75.1%+21.2pp | 82.4%+13.9pp | 67.9%+28.4pp |
| Annual return | -14.94% | -5.97%-9.0pp | 572.31%-587.2pp | -7.85%-7.1pp |
| Employer contribution / active EE | $9,773 | $3,382+189.0% | $4,815+103.0% | $2,597+276.4% |
| Participant deferral / active EE | $12,731 | $6,111+108.3% | $7,448+70.9% | $4,028+216.1% |
| Admin fee / account holder | $3,372 | $6,277-46.3% | $10,007-66.3% | $5,404-37.6% |