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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 | $162,319 | $82,324+97.2% | $68,803+135.9% | $134,545+20.6% |
| Participation rate | 90.9% | 75.1%+15.9pp | 69.0%+21.9pp | 81.2%+9.7pp |
| Annual return | -17.34% | -2.17%-15.2pp | -6.37%-11.0pp | 418.37%-435.7pp |
| Employer contribution / active EE | $8,234 | $3,302+149.4% | $2,656+210.0% | $4,742+73.7% |
| Participant deferral / active EE | $6,545 | $4,740+38.1% | $3,942+66.0% | $6,401+2.2% |
| Admin fee / account holder | $16,105 | $6,485+148.3% | $4,936+226.3% | $11,431+40.9% |