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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 | $219,517 | $82,678+165.5% | $125,391+75.1% | $68,490+220.5% |
| Participation rate | 96.7% | 75.1%+21.6pp | 82.4%+14.3pp | 67.9%+28.8pp |
| Annual return | -13.43% | -5.97%-7.5pp | 572.41%-585.8pp | -7.85%-5.6pp |
| Employer contribution / active EE | $1,737 | $3,382-48.6% | $4,816-63.9% | $2,597-33.1% |
| Participant deferral / active EE | $13,742 | $6,111+124.9% | $7,448+84.5% | $4,028+241.2% |
| Admin fee / account holder | $32,866 | $6,277+423.6% | $10,009+228.4% | $5,403+508.3% |