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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 | $91,873 | $49,177+86.8% | $79,467+15.6% | $64,173+43.2% |
| Participation rate | 97.1% | 65.0%+32.1pp | 73.3%+23.8pp | 69.6%+27.6pp |
| Annual return | -4.45% | -1.16%-3.3pp | 718.30%-722.8pp | 7.63%-12.1pp |
| Employer contribution / active EE | $9,661 | $2,076+365.3% | $2,800+245.0% | $2,381+305.8% |
| Participant deferral / active EE | $10,133 | $2,821+259.2% | $3,704+173.6% | $3,470+192.1% |
| Admin fee / account holder | $10,334 | $3,839+169.2% | $5,104+102.5% | $4,887+111.4% |