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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 | $236,350 | $82,674+185.9% | $125,363+88.5% | $68,495+245.1% |
| Participation rate | 94.5% | 75.0%+19.5pp | 82.4%+12.2pp | 67.9%+26.7pp |
| Annual return | -17.69% | -5.97%-11.7pp | 572.15%-589.8pp | -7.84%-9.8pp |
| Employer contribution / active EE | $9,717 | $3,382+187.3% | $4,815+101.8% | $2,596+274.2% |
| Participant deferral / active EE | $8,359 | $6,111+36.8% | $7,447+12.2% | $4,028+107.5% |
| Admin fee / account holder | $8,492 | $6,276+35.3% | $10,005-15.1% | $5,403+57.2% |