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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 | $240,552 | $75,962+216.7% | $154,108+56.1% | $64,173+274.9% |
| Participation rate | 92.6% | 70.4%+22.1pp | 83.0%+9.5pp | 69.6%+23.0pp |
| Annual return | -4.76% | 30.32%-35.1pp | 735.21%-740.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $20,115 | $3,350+500.5% | $5,298+279.7% | $2,381+744.9% |
| Participant deferral / active EE | $5,012 | $3,175+57.9% | $5,081-1.4% | $3,470+44.4% |
| Admin fee / account holder | $61,266 | $5,589+996.2% | $13,411+356.8% | $4,887+1153.6% |