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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 | $198,309 | $82,678+139.9% | $125,391+58.2% | $68,490+189.5% |
| Participation rate | 95.1% | 75.1%+20.1pp | 82.4%+12.7pp | 67.9%+27.2pp |
| Annual return | -18.74% | -5.97%-12.8pp | 572.41%-591.2pp | -7.85%-10.9pp |
| Employer contribution / active EE | $7,453 | $3,382+120.4% | $4,816+54.8% | $2,597+187.0% |
| Participant deferral / active EE | $10,168 | $6,111+66.4% | $7,448+36.5% | $4,028+152.5% |
| Admin fee / account holder | $29,157 | $6,277+364.5% | $10,009+191.3% | $5,403+439.7% |