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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 | $223,409 | $82,674+170.2% | $125,381+78.2% | $68,486+226.2% |
| Participation rate | 95.7% | 75.1%+20.7pp | 82.4%+13.4pp | 67.9%+27.9pp |
| Annual return | -9.68% | -5.97%-3.7pp | 572.31%-582.0pp | -7.85%-1.8pp |
| Employer contribution / active EE | $17,658 | $3,382+422.1% | $4,815+266.7% | $2,597+580.0% |
| Participant deferral / active EE | $14,075 | $6,111+130.3% | $7,448+89.0% | $4,028+249.5% |
| Admin fee / account holder | $23,118 | $6,277+268.3% | $10,007+131.0% | $5,404+327.8% |