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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 | $224,681 | $82,674+171.8% | $125,381+79.2% | $68,486+228.1% |
| Participation rate | 96.5% | 75.1%+21.4pp | 82.4%+14.1pp | 67.9%+28.6pp |
| Annual return | -11.89% | -5.97%-5.9pp | 572.31%-584.2pp | -7.85%-4.0pp |
| Employer contribution / active EE | $4,294 | $3,382+27.0% | $4,815-10.8% | $2,597+65.4% |
| Participant deferral / active EE | $5,328 | $6,111-12.8% | $7,448-28.5% | $4,028+32.3% |
| Admin fee / account holder | $87,854 | $6,277+1299.6% | $10,007+777.9% | $5,404+1525.8% |