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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 | $239,392 | $82,674+189.6% | $125,381+90.9% | $68,486+249.6% |
| Participation rate | 97.0% | 75.1%+21.9pp | 82.4%+14.6pp | 67.9%+29.1pp |
| Annual return | -15.78% | -5.97%-9.8pp | 572.31%-588.1pp | -7.85%-7.9pp |
| Employer contribution / active EE | $24,717 | $3,382+630.9% | $4,815+413.3% | $2,597+851.9% |
| Participant deferral / active EE | $20,922 | $6,111+242.4% | $7,448+180.9% | $4,028+419.5% |
| Admin fee / account holder | $37,946 | $6,277+504.5% | $10,007+279.2% | $5,404+602.2% |