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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 | $206,997 | $82,678+150.4% | $125,391+65.1% | $68,490+202.2% |
| Participation rate | 95.9% | 75.1%+20.9pp | 82.4%+13.5pp | 67.9%+28.0pp |
| Annual return | -9.62% | -5.97%-3.7pp | 572.41%-582.0pp | -7.85%-1.8pp |
| Employer contribution / active EE | $11,377 | $3,382+236.4% | $4,816+136.2% | $2,597+338.1% |
| Participant deferral / active EE | $10,591 | $6,111+73.3% | $7,448+42.2% | $4,028+163.0% |
| Admin fee / account holder | $45,407 | $6,277+623.3% | $10,009+353.7% | $5,403+740.4% |