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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 | $226,262 | $82,674+173.7% | $125,381+80.5% | $68,486+230.4% |
| Participation rate | 96.9% | 75.1%+21.8pp | 82.4%+14.5pp | 67.9%+29.0pp |
| Annual return | -16.28% | -5.97%-10.3pp | 572.31%-588.6pp | -7.85%-8.4pp |
| Employer contribution / active EE | $5,990 | $3,382+77.1% | $4,815+24.4% | $2,597+130.7% |
| Participant deferral / active EE | $9,130 | $6,111+49.4% | $7,448+22.6% | $4,028+126.7% |
| Admin fee / account holder | $36,176 | $6,277+476.3% | $10,007+261.5% | $5,404+569.4% |