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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 | $207,199 | $82,674+150.6% | $125,363+65.3% | $68,495+202.5% |
| Participation rate | 97.7% | 75.0%+22.7pp | 82.4%+15.4pp | 67.9%+29.8pp |
| Annual return | -16.70% | -5.97%-10.7pp | 572.15%-588.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $4,277 | $3,382+26.5% | $4,815-11.2% | $2,596+64.7% |
| Participant deferral / active EE | $9,757 | $6,111+59.7% | $7,447+31.0% | $4,028+142.3% |
| Admin fee / account holder | $11,238 | $6,276+79.1% | $10,005+12.3% | $5,403+108.0% |