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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 | $219,554 | $69,012+218.1% | $160,037+37.2% | $68,490+220.6% |
| Participation rate | 87.7% | 65.4%+22.2pp | 78.0%+9.7pp | 67.9%+19.8pp |
| Annual return | -14.37% | -9.65%-4.7pp | 408.95%-423.3pp | -7.85%-6.5pp |
| Employer contribution / active EE | $4,351 | $2,212+96.7% | $4,226+3.0% | $2,597+67.6% |
| Participant deferral / active EE | $9,028 | $4,212+114.4% | $6,184+46.0% | $4,028+124.1% |
| Admin fee / account holder | $35,758 | $4,798+645.2% | $8,716+310.2% | $5,403+561.8% |