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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 | $84,208 | $54,370+54.9% | $82,763+1.7% | $68,490+22.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -16.48% | -13.67%-2.8pp | 702.45%-718.9pp | -7.85%-8.6pp |
| Employer contribution / active EE | $7,852 | $2,219+253.8% | $3,008+161.0% | $2,597+202.4% |
| Participant deferral / active EE | $6,571 | $3,247+102.4% | $4,395+49.5% | $4,028+63.1% |
| Admin fee / account holder | $11,410 | $4,398+159.4% | $5,325+114.3% | $5,403+111.2% |