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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 | $111,556 | $54,370+105.2% | $82,763+34.8% | $68,490+62.9% |
| Participation rate | 85.7% | 63.9%+21.8pp | 72.6%+13.2pp | 67.9%+17.8pp |
| Annual return | -15.31% | -13.67%-1.6pp | 702.45%-717.8pp | -7.85%-7.5pp |
| Employer contribution / active EE | $6,403 | $2,219+188.5% | $3,008+112.9% | $2,597+146.6% |
| Participant deferral / active EE | $4,800 | $3,247+47.8% | $4,395+9.2% | $4,028+19.2% |
| Admin fee / account holder | $25,818 | $4,398+487.0% | $5,325+384.8% | $5,403+377.9% |