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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 | $102,740 | $82,674+24.3% | $125,363-18.0% | $68,495+50.0% |
| Participation rate | 97.9% | 75.0%+22.9pp | 82.4%+15.6pp | 67.9%+30.0pp |
| Annual return | -15.61% | -5.97%-9.6pp | 572.15%-587.8pp | -7.84%-7.8pp |
| Employer contribution / active EE | $14,200 | $3,382+319.9% | $4,815+194.9% | $2,596+446.9% |
| Participant deferral / active EE | $13,449 | $6,111+120.1% | $7,447+80.6% | $4,028+233.9% |
| Admin fee / account holder | $15,823 | $6,276+152.1% | $10,005+58.1% | $5,403+192.8% |