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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 | $146,111 | $54,370+168.7% | $82,763+76.5% | $68,490+113.3% |
| Participation rate | 97.0% | 63.9%+33.1pp | 72.6%+24.5pp | 67.9%+29.1pp |
| Annual return | -17.64% | -13.67%-4.0pp | 702.45%-720.1pp | -7.85%-9.8pp |
| Employer contribution / active EE | $16,528 | $2,219+644.8% | $3,008+449.4% | $2,597+536.5% |
| Participant deferral / active EE | $17,221 | $3,247+430.4% | $4,395+291.8% | $4,028+327.6% |
| Admin fee / account holder | $540 | $4,398-87.7% | $5,325-89.9% | $5,403-90.0% |