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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 | $188,931 | $54,355+247.6% | $82,744+128.3% | $68,486+175.9% |
| Participation rate | 98.3% | 63.9%+34.3pp | 72.6%+25.7pp | 67.9%+30.4pp |
| Annual return | -12.04% | -13.67%+1.6pp | 702.22%-714.3pp | -7.85%-4.2pp |
| Employer contribution / active EE | $5,269 | $2,219+137.5% | $3,008+75.2% | $2,597+102.9% |
| Participant deferral / active EE | $9,560 | $3,246+194.5% | $4,395+117.5% | $4,028+137.4% |
| Admin fee / account holder | $55,965 | $4,397+1172.9% | $5,325+951.0% | $5,404+935.7% |