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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 | $226,023 | $82,674+173.4% | $125,363+80.3% | $68,495+230.0% |
| Participation rate | 92.5% | 75.0%+17.5pp | 82.4%+10.1pp | 67.9%+24.6pp |
| Annual return | -17.66% | -5.97%-11.7pp | 572.15%-589.8pp | -7.84%-9.8pp |
| Employer contribution / active EE | $18,248 | $3,382+439.6% | $4,815+279.0% | $2,596+602.8% |
| Participant deferral / active EE | $7,079 | $6,111+15.8% | $7,447-4.9% | $4,028+75.8% |
| Admin fee / account holder | $9,759 | $6,276+55.5% | $10,005-2.5% | $5,403+80.6% |