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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 | $79,188 | $57,352+38.1% | $83,831-5.5% | $64,173+23.4% |
| Participation rate | 94.4% | 68.6%+25.8pp | 76.1%+18.3pp | 69.6%+24.9pp |
| Annual return | -5.43% | 11.38%-16.8pp | 850.99%-856.4pp | 7.63%-13.1pp |
| Employer contribution / active EE | $8,303 | $2,546+226.2% | $3,631+128.7% | $2,381+248.8% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $11,770 | $4,046+190.9% | $5,479+114.8% | $4,887+140.8% |