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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 | $187,320 | $82,678+126.6% | $125,391+49.4% | $68,490+173.5% |
| Participation rate | 98.1% | 75.1%+23.0pp | 82.4%+15.7pp | 67.9%+30.2pp |
| Annual return | -14.68% | -5.97%-8.7pp | 572.41%-587.1pp | -7.85%-6.8pp |
| Employer contribution / active EE | $12,067 | $3,382+256.8% | $4,816+150.6% | $2,597+364.7% |
| Participant deferral / active EE | $7,994 | $6,111+30.8% | $7,448+7.3% | $4,028+98.5% |
| Admin fee / account holder | $107,958 | $6,277+1619.8% | $10,009+978.7% | $5,403+1898.2% |