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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 | $120,522 | $49,177+145.1% | $79,467+51.7% | $64,173+87.8% |
| Participation rate | 90.9% | 65.0%+25.9pp | 73.3%+17.6pp | 69.6%+21.3pp |
| Annual return | -3.32% | -1.16%-2.2pp | 718.30%-721.6pp | 7.63%-11.0pp |
| Employer contribution / active EE | $5,428 | $2,076+161.4% | $2,800+93.8% | $2,381+128.0% |
| Participant deferral / active EE | $10,083 | $2,821+257.4% | $3,704+172.2% | $3,470+190.6% |
| Admin fee / account holder | $16,112 | $3,839+319.7% | $5,104+215.7% | $4,887+229.7% |