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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 | $186,519 | $82,674+125.6% | $125,381+48.8% | $68,486+172.3% |
| Participation rate | 93.6% | 75.1%+18.6pp | 82.4%+11.2pp | 67.9%+25.7pp |
| Annual return | -12.65% | -5.97%-6.7pp | 572.31%-585.0pp | -7.85%-4.8pp |
| Employer contribution / active EE | $4,923 | $3,382+45.6% | $4,815+2.2% | $2,597+89.6% |
| Participant deferral / active EE | $14,088 | $6,111+130.6% | $7,448+89.2% | $4,028+249.8% |
| Admin fee / account holder | $55,169 | $6,277+778.9% | $10,007+451.3% | $5,404+920.9% |