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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 | $227,793 | $84,499+169.6% | $125,391+81.7% | $66,949+240.2% |
| Participation rate | 92.0% | 76.4%+15.6pp | 82.4%+9.6pp | 69.8%+22.2pp |
| Annual return | -17.42% | -8.49%-8.9pp | 572.41%-589.8pp | 1.57%-19.0pp |
| Employer contribution / active EE | $3,916 | $3,554+10.2% | $4,816-18.7% | $2,545+53.8% |
| Participant deferral / active EE | $11,040 | $6,785+62.7% | $7,448+48.2% | $4,239+160.4% |
| Admin fee / account holder | $13,631 | $685+1889.7% | $10,009+36.2% | $594+2196.3% |