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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 | $238,413 | $54,370+338.5% | $82,763+188.1% | $68,490+248.1% |
| Participation rate | 77.1% | 63.9%+13.2pp | 72.6%+4.6pp | 67.9%+9.2pp |
| Annual return | -16.44% | -13.67%-2.8pp | 702.45%-718.9pp | -7.85%-8.6pp |
| Employer contribution / active EE | $11,056 | $2,219+398.2% | $3,008+267.5% | $2,597+325.8% |
| Participant deferral / active EE | $0 | $3,247-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $10,004 | $4,398+127.5% | $5,325+87.9% | $5,403+85.2% |