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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 | $173,251 | $67,352+157.2% | $60,899+184.5% | $134,509+28.8% |
| Participation rate | 89.5% | 76.2%+13.3pp | 73.1%+16.4pp | 81.2%+8.2pp |
| Annual return | -9.08% | 49.99%-59.1pp | 16.92%-26.0pp | 418.13%-427.2pp |
| Employer contribution / active EE | $8,915 | $3,098+187.8% | $2,702+229.9% | $4,741+88.1% |
| Participant deferral / active EE | $10,686 | $4,539+135.4% | $3,817+180.0% | $6,400+67.0% |
| Admin fee / account holder | $18,738 | $4,585+308.7% | $3,225+481.0% | $11,427+64.0% |