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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 | $96,367 | $53,546+80.0% | $69,890+37.9% | $68,490+40.7% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -14.33% | -13.87%-0.5pp | 190.84%-205.2pp | -7.85%-6.5pp |
| Employer contribution / active EE | $5,088 | $2,019+152.0% | $2,560+98.7% | $2,597+95.9% |
| Participant deferral / active EE | $5,478 | $2,957+85.3% | $3,848+42.3% | $4,028+36.0% |
| Admin fee / account holder | $20,314 | $4,693+332.9% | $6,267+224.1% | $5,403+276.0% |