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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 | $233,529 | $54,370+329.5% | $82,763+182.2% | $68,490+241.0% |
| Participation rate | 98.2% | 63.9%+34.3pp | 72.6%+25.6pp | 67.9%+30.3pp |
| Annual return | -17.14% | -13.67%-3.5pp | 702.45%-719.6pp | -7.85%-9.3pp |
| Employer contribution / active EE | $26,074 | $2,219+1075.0% | $3,008+766.7% | $2,597+904.1% |
| Participant deferral / active EE | $12,285 | $3,247+278.3% | $4,395+179.5% | $4,028+205.0% |
| Admin fee / account holder | $25,410 | $4,398+477.7% | $5,325+377.2% | $5,403+370.3% |