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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 | $240,179 | $82,674+190.5% | $125,363+91.6% | $68,495+250.7% |
| Participation rate | 90.7% | 75.0%+15.7pp | 82.4%+8.4pp | 67.9%+22.8pp |
| Annual return | -18.04% | -5.97%-12.1pp | 572.15%-590.2pp | -7.84%-10.2pp |
| Employer contribution / active EE | $8,771 | $3,382+159.4% | $4,815+82.2% | $2,596+237.8% |
| Participant deferral / active EE | $7,972 | $6,111+30.4% | $7,447+7.0% | $4,028+97.9% |
| Admin fee / account holder | $16,798 | $6,276+167.6% | $10,005+67.9% | $5,403+210.9% |