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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 | $141,811 | $82,674+71.5% | $125,358+13.1% | $68,498+107.0% |
| Participation rate | 96.8% | 75.0%+21.8pp | 82.4%+14.5pp | 67.9%+28.9pp |
| Annual return | -16.14% | -5.97%-10.2pp | 572.03%-588.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $8,383 | $3,381+147.9% | $4,814+74.1% | $2,596+222.9% |
| Participant deferral / active EE | $5,452 | $6,111-10.8% | $7,447-26.8% | $4,027+35.4% |
| Admin fee / account holder | $1,396 | $6,276-77.8% | $10,007-86.1% | $5,403-74.2% |