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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 | $133,859 | $82,678+61.9% | $125,391+6.8% | $68,490+95.4% |
| Participation rate | 88.9% | 75.1%+13.8pp | 82.4%+6.5pp | 67.9%+21.0pp |
| Annual return | -17.63% | -5.97%-11.7pp | 572.41%-590.0pp | -7.85%-9.8pp |
| Employer contribution / active EE | $7,407 | $3,382+119.0% | $4,816+53.8% | $2,597+185.3% |
| Participant deferral / active EE | $9,028 | $6,111+47.7% | $7,448+21.2% | $4,028+124.2% |
| Admin fee / account holder | $14,118 | $6,277+124.9% | $10,009+41.1% | $5,403+161.3% |