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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 | $111,612 | $82,678+35.0% | $125,391-11.0% | $68,490+63.0% |
| Participation rate | 97.3% | 75.1%+22.2pp | 82.4%+14.9pp | 67.9%+29.4pp |
| Annual return | -17.95% | -5.97%-12.0pp | 572.41%-590.4pp | -7.85%-10.1pp |
| Employer contribution / active EE | $20,546 | $3,382+507.5% | $4,816+326.6% | $2,597+691.2% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $15,261 | $6,277+143.1% | $10,009+52.5% | $5,403+182.5% |