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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 | $143,964 | $82,674+74.1% | $125,363+14.8% | $68,495+110.2% |
| Participation rate | 85.3% | 75.0%+10.3pp | 82.4%+3.0pp | 67.9%+17.4pp |
| Annual return | -15.35% | -5.97%-9.4pp | 572.15%-587.5pp | -7.84%-7.5pp |
| Employer contribution / active EE | $8,319 | $3,382+146.0% | $4,815+72.8% | $2,596+220.4% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,447-100.0% | $4,028-100.0% |
| Admin fee / account holder | $15,467 | $6,276+146.4% | $10,005+54.6% | $5,403+186.2% |