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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 | $211,134 | $82,674+155.4% | $125,381+68.4% | $68,486+208.3% |
| Participation rate | 91.3% | 75.1%+16.3pp | 82.4%+8.9pp | 67.9%+23.4pp |
| Annual return | -15.26% | -5.97%-9.3pp | 572.31%-587.6pp | -7.85%-7.4pp |
| Employer contribution / active EE | $7,709 | $3,382+128.0% | $4,815+60.1% | $2,597+196.9% |
| Participant deferral / active EE | $4,334 | $6,111-29.1% | $7,448-41.8% | $4,028+7.6% |
| Admin fee / account holder | $37,332 | $6,277+494.7% | $10,007+273.1% | $5,404+590.8% |