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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 | $206,748 | $82,674+150.1% | $125,381+64.9% | $68,486+201.9% |
| Participation rate | 86.2% | 75.1%+11.2pp | 82.4%+3.8pp | 67.9%+18.3pp |
| Annual return | -18.61% | -5.97%-12.6pp | 572.31%-590.9pp | -7.85%-10.8pp |
| Employer contribution / active EE | $4,938 | $3,382+46.0% | $4,815+2.6% | $2,597+90.2% |
| Participant deferral / active EE | $9,212 | $6,111+50.7% | $7,448+23.7% | $4,028+128.7% |
| Admin fee / account holder | $46,482 | $6,277+640.5% | $10,007+364.5% | $5,404+760.2% |