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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 | $228,129 | $54,353+319.7% | $82,726+175.8% | $68,498+233.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -18.36% | -13.67%-4.7pp | 701.33%-719.7pp | -7.84%-10.5pp |
| Employer contribution / active EE | $10,903 | $2,218+391.5% | $3,009+262.4% | $2,596+319.9% |
| Participant deferral / active EE | $9,521 | $3,246+193.3% | $4,394+116.7% | $4,027+136.4% |
| Admin fee / account holder | $18,314 | $4,396+316.6% | $5,328+243.8% | $5,403+239.0% |