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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 | $177,418 | $82,678+114.6% | $125,391+41.5% | $68,490+159.0% |
| Participation rate | 96.6% | 75.1%+21.5pp | 82.4%+14.2pp | 67.9%+28.7pp |
| Annual return | -15.75% | -5.97%-9.8pp | 572.41%-588.2pp | -7.85%-7.9pp |
| Employer contribution / active EE | $8,726 | $3,382+158.0% | $4,816+81.2% | $2,597+236.0% |
| Participant deferral / active EE | $9,078 | $6,111+48.5% | $7,448+21.9% | $4,028+125.4% |
| Admin fee / account holder | $69,464 | $6,277+1006.6% | $10,009+594.0% | $5,403+1185.7% |