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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 | $244,723 | $82,678+196.0% | $125,391+95.2% | $68,490+257.3% |
| Participation rate | 97.7% | 75.1%+22.7pp | 82.4%+15.3pp | 67.9%+29.8pp |
| Annual return | -17.07% | -5.97%-11.1pp | 572.41%-589.5pp | -7.85%-9.2pp |
| Employer contribution / active EE | $10,212 | $3,382+201.9% | $4,816+112.1% | $2,597+293.3% |
| Participant deferral / active EE | $14,662 | $6,111+139.9% | $7,448+96.9% | $4,028+264.0% |
| Admin fee / account holder | $14,333 | $6,277+128.3% | $10,009+43.2% | $5,403+165.3% |