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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 | $144,879 | $53,546+170.6% | $69,884+107.3% | $68,486+111.5% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -18.75% | -13.87%-4.9pp | 190.81%-209.6pp | -7.85%-10.9pp |
| Employer contribution / active EE | $6,506 | $2,019+222.3% | $2,560+154.2% | $2,597+150.6% |
| Participant deferral / active EE | $3,113 | $2,957+5.3% | $3,848-19.1% | $4,028-22.7% |
| Admin fee / account holder | $16,012 | $4,693+241.2% | $6,266+155.5% | $5,404+196.3% |