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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 | $201,295 | $82,678+143.5% | $125,391+60.5% | $68,490+193.9% |
| Participation rate | 94.8% | 75.1%+19.8pp | 82.4%+12.4pp | 67.9%+26.9pp |
| Annual return | -16.73% | -5.97%-10.8pp | 572.41%-589.1pp | -7.85%-8.9pp |
| Employer contribution / active EE | $6,897 | $3,382+103.9% | $4,816+43.2% | $2,597+165.6% |
| Participant deferral / active EE | $9,724 | $6,111+59.1% | $7,448+30.6% | $4,028+141.4% |
| Admin fee / account holder | $16,979 | $6,277+170.5% | $10,009+69.6% | $5,403+214.2% |