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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 | $208,332 | $82,674+152.0% | $125,363+66.2% | $68,495+204.2% |
| Participation rate | 96.3% | 75.0%+21.2pp | 82.4%+13.9pp | 67.9%+28.4pp |
| Annual return | -17.38% | -5.97%-11.4pp | 572.15%-589.5pp | -7.84%-9.5pp |
| Employer contribution / active EE | $10,658 | $3,382+215.2% | $4,815+121.4% | $2,596+310.5% |
| Participant deferral / active EE | $11,350 | $6,111+85.7% | $7,447+52.4% | $4,028+181.8% |
| Admin fee / account holder | $16,209 | $6,276+158.3% | $10,005+62.0% | $5,403+200.0% |