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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 | $200,907 | $82,678+143.0% | $125,391+60.2% | $68,490+193.3% |
| Participation rate | 90.7% | 75.1%+15.6pp | 82.4%+8.3pp | 67.9%+22.8pp |
| Annual return | -17.56% | -5.97%-11.6pp | 572.41%-590.0pp | -7.85%-9.7pp |
| Employer contribution / active EE | $4,590 | $3,382+35.7% | $4,816-4.7% | $2,597+76.8% |
| Participant deferral / active EE | $9,427 | $6,111+54.3% | $7,448+26.6% | $4,028+134.1% |
| Admin fee / account holder | $21,779 | $6,277+246.9% | $10,009+117.6% | $5,403+303.1% |