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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 | $177,049 | $53,546+230.6% | $69,890+153.3% | $68,490+158.5% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -18.54% | -13.87%-4.7pp | 190.84%-209.4pp | -7.85%-10.7pp |
| Employer contribution / active EE | $6,746 | $2,019+234.1% | $2,560+163.5% | $2,597+159.8% |
| Participant deferral / active EE | $4,692 | $2,957+58.7% | $3,848+21.9% | $4,028+16.5% |
| Admin fee / account holder | $3,011 | $4,693-35.8% | $6,267-52.0% | $5,403-44.3% |