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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 | $162,175 | $54,370+198.3% | $82,763+96.0% | $68,490+136.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -15.60% | -13.67%-1.9pp | 702.45%-718.0pp | -7.85%-7.7pp |
| Employer contribution / active EE | $6,227 | $2,219+180.6% | $3,008+107.0% | $2,597+139.8% |
| Participant deferral / active EE | $12,174 | $3,247+274.9% | $4,395+177.0% | $4,028+202.2% |
| Admin fee / account holder | $6,964 | $4,398+58.3% | $5,325+30.8% | $5,403+28.9% |