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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 | $133,518 | $82,678+61.5% | $125,391+6.5% | $68,490+94.9% |
| Participation rate | 92.1% | 75.1%+17.0pp | 82.4%+9.7pp | 67.9%+24.2pp |
| Annual return | -16.06% | -5.97%-10.1pp | 572.41%-588.5pp | -7.85%-8.2pp |
| Employer contribution / active EE | $6,195 | $3,382+83.2% | $4,816+28.6% | $2,597+138.6% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $33,183 | $6,277+428.6% | $10,009+231.5% | $5,403+514.2% |