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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 | $111,669 | $28,109+297.3% | $71,089+57.1% | $56,289+98.4% |
| Participation rate | 88.7% | 40.4%+48.3pp | 54.6%+34.0pp | 69.9%+18.8pp |
| Annual return | -5.48% | -615.05%+609.6pp | 650.65%-656.1pp | -9.96%+4.5pp |
| Employer contribution / active EE | $5,219 | $558+836.0% | $1,088+379.9% | $2,111+147.2% |
| Participant deferral / active EE | $3,792 | $1,116+239.9% | $1,873+102.5% | $3,350+13.2% |
| Admin fee / account holder | $6,192 | $585+959.0% | $3,082+100.9% | $521+1088.6% |