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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 | $236,852 | $82,674+186.5% | $125,363+88.9% | $68,495+245.8% |
| Participation rate | 90.6% | 75.0%+15.6pp | 82.4%+8.2pp | 67.9%+22.7pp |
| Annual return | -15.57% | -5.97%-9.6pp | 572.15%-587.7pp | -7.84%-7.7pp |
| Employer contribution / active EE | $13,322 | $3,382+293.9% | $4,815+176.7% | $2,596+413.1% |
| Participant deferral / active EE | $9,242 | $6,111+51.2% | $7,447+24.1% | $4,028+129.5% |
| Admin fee / account holder | $33,739 | $6,276+437.6% | $10,005+237.2% | $5,403+524.4% |