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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 | $179,084 | $82,674+116.6% | $125,381+42.8% | $68,486+161.5% |
| Participation rate | 97.6% | 75.1%+22.6pp | 82.4%+15.2pp | 67.9%+29.7pp |
| Annual return | -16.50% | -5.97%-10.5pp | 572.31%-588.8pp | -7.85%-8.6pp |
| Employer contribution / active EE | $9,172 | $3,382+171.2% | $4,815+90.5% | $2,597+253.2% |
| Participant deferral / active EE | $9,788 | $6,111+60.2% | $7,448+31.4% | $4,028+143.0% |
| Admin fee / account holder | $36,375 | $6,277+479.5% | $10,007+263.5% | $5,404+573.1% |