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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 | $215,362 | $54,370+296.1% | $82,763+160.2% | $68,490+214.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -13.06% | -13.67%+0.6pp | 702.45%-715.5pp | -7.85%-5.2pp |
| Employer contribution / active EE | $18,803 | $2,219+747.3% | $3,008+525.0% | $2,597+624.1% |
| Participant deferral / active EE | $6,733 | $3,247+107.4% | $4,395+53.2% | $4,028+67.2% |
| Admin fee / account holder | $14,218 | $4,398+223.3% | $5,325+167.0% | $5,403+163.1% |