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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 | $221,659 | $82,674+168.1% | $125,363+76.8% | $68,495+223.6% |
| Participation rate | 88.9% | 75.0%+13.8pp | 82.4%+6.5pp | 67.9%+21.0pp |
| Annual return | -18.01% | -5.97%-12.0pp | 572.15%-590.2pp | -7.84%-10.2pp |
| Employer contribution / active EE | $5,625 | $3,382+66.3% | $4,815+16.8% | $2,596+116.6% |
| Participant deferral / active EE | $5,010 | $6,111-18.0% | $7,447-32.7% | $4,028+24.4% |
| Admin fee / account holder | $47,161 | $6,276+651.4% | $10,005+371.4% | $5,403+772.8% |