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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 | $138,310 | $54,355+154.5% | $82,744+67.2% | $68,486+102.0% |
| Participation rate | 93.3% | 63.9%+29.4pp | 72.6%+20.8pp | 67.9%+25.4pp |
| Annual return | -16.73% | -13.67%-3.1pp | 702.22%-718.9pp | -7.85%-8.9pp |
| Employer contribution / active EE | $6,531 | $2,219+194.4% | $3,008+117.1% | $2,597+151.5% |
| Participant deferral / active EE | $11,760 | $3,246+262.2% | $4,395+167.6% | $4,028+192.0% |
| Admin fee / account holder | $22,705 | $4,397+416.4% | $5,325+326.4% | $5,404+320.2% |