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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 | $146,350 | $54,357+169.2% | $82,706+77.0% | $68,495+113.7% |
| Participation rate | 91.2% | 63.9%+27.3pp | 72.6%+18.6pp | 67.9%+23.3pp |
| Annual return | -16.95% | -13.67%-3.3pp | 701.76%-718.7pp | -7.84%-9.1pp |
| Employer contribution / active EE | $4,756 | $2,218+114.4% | $3,007+58.1% | $2,596+83.2% |
| Participant deferral / active EE | $12,102 | $3,246+272.8% | $4,394+175.5% | $4,028+200.5% |
| Admin fee / account holder | $39,425 | $4,396+796.8% | $5,329+639.9% | $5,403+629.6% |