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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 | $210,121 | $82,674+154.2% | $125,381+67.6% | $68,486+206.8% |
| Participation rate | 95.6% | 75.1%+20.5pp | 82.4%+13.2pp | 67.9%+27.7pp |
| Annual return | -18.15% | -5.97%-12.2pp | 572.31%-590.5pp | -7.85%-10.3pp |
| Employer contribution / active EE | $17,596 | $3,382+420.3% | $4,815+265.4% | $2,597+577.6% |
| Participant deferral / active EE | $11,978 | $6,111+96.0% | $7,448+60.8% | $4,028+197.4% |
| Admin fee / account holder | $37,090 | $6,277+490.9% | $10,007+270.6% | $5,404+586.4% |