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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 | $150,329 | $49,177+205.7% | $79,466+89.2% | $64,173+134.3% |
| Participation rate | 93.9% | 65.0%+28.9pp | 73.3%+20.6pp | 69.6%+24.4pp |
| Annual return | -4.13% | -1.16%-3.0pp | 718.28%-722.4pp | 7.63%-11.8pp |
| Employer contribution / active EE | $7,097 | $2,076+241.8% | $2,800+153.4% | $2,381+198.1% |
| Participant deferral / active EE | $9,209 | $2,821+226.4% | $3,704+148.6% | $3,470+165.4% |
| Admin fee / account holder | $13,498 | $3,839+251.6% | $5,104+164.5% | $4,887+176.2% |