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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 | $142,542 | $54,357+162.2% | $82,706+72.3% | $68,495+108.1% |
| Participation rate | 97.2% | 63.9%+33.3pp | 72.6%+24.7pp | 67.9%+29.3pp |
| Annual return | -15.58% | -13.67%-1.9pp | 701.76%-717.3pp | -7.84%-7.7pp |
| Employer contribution / active EE | $4,953 | $2,218+123.3% | $3,007+64.7% | $2,596+90.8% |
| Participant deferral / active EE | $10,188 | $3,246+213.8% | $4,394+131.9% | $4,028+153.0% |
| Admin fee / account holder | $19,714 | $4,396+348.4% | $5,329+270.0% | $5,403+264.8% |