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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 | $161,384 | $82,678+95.2% | $125,391+28.7% | $68,490+135.6% |
| Participation rate | 96.3% | 75.1%+21.2pp | 82.4%+13.9pp | 67.9%+28.4pp |
| Annual return | -16.57% | -5.97%-10.6pp | 572.41%-589.0pp | -7.85%-8.7pp |
| Employer contribution / active EE | $14,533 | $3,382+329.7% | $4,816+201.8% | $2,597+459.7% |
| Participant deferral / active EE | $8,179 | $6,111+33.8% | $7,448+9.8% | $4,028+103.1% |
| Admin fee / account holder | $62,860 | $6,277+901.4% | $10,009+528.1% | $5,403+1063.5% |