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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 | $138,589 | $54,370+154.9% | $82,763+67.5% | $68,490+102.3% |
| Participation rate | 80.4% | 63.9%+16.5pp | 72.6%+7.9pp | 67.9%+12.5pp |
| Annual return | -17.20% | -13.67%-3.5pp | 702.45%-719.6pp | -7.85%-9.3pp |
| Employer contribution / active EE | $9,640 | $2,219+334.4% | $3,008+220.4% | $2,597+271.2% |
| Participant deferral / active EE | $0 | $3,247-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $24,368 | $4,398+454.1% | $5,325+357.6% | $5,403+351.0% |