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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 | $133,124 | $54,370+144.8% | $82,763+60.9% | $68,490+94.4% |
| Participation rate | 97.8% | 63.9%+33.8pp | 72.6%+25.2pp | 67.9%+29.9pp |
| Annual return | -19.10% | -13.67%-5.4pp | 702.45%-721.6pp | -7.85%-11.2pp |
| Employer contribution / active EE | $10,675 | $2,219+381.0% | $3,008+254.9% | $2,597+311.1% |
| Participant deferral / active EE | $11,247 | $3,247+246.4% | $4,395+155.9% | $4,028+179.2% |
| Admin fee / account holder | $825 | $4,398-81.2% | $5,325-84.5% | $5,403-84.7% |