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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 | $227,535 | $68,996+229.8% | $159,991+42.2% | $68,495+232.2% |
| Participation rate | 83.3% | 65.4%+17.9pp | 78.0%+5.4pp | 67.9%+15.4pp |
| Annual return | -16.24% | -9.65%-6.6pp | 408.82%-425.1pp | -7.84%-8.4pp |
| Employer contribution / active EE | $4,793 | $2,212+116.6% | $4,225+13.4% | $2,596+84.6% |
| Participant deferral / active EE | $11,694 | $4,211+177.7% | $6,183+89.1% | $4,028+190.4% |
| Admin fee / account holder | $21,806 | $4,797+354.5% | $8,715+150.2% | $5,403+303.6% |