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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 | $173,287 | $49,177+252.4% | $79,467+118.1% | $64,173+170.0% |
| Participation rate | 90.2% | 65.0%+25.2pp | 73.3%+16.9pp | 69.6%+20.6pp |
| Annual return | -5.54% | -1.16%-4.4pp | 718.30%-723.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $6,135 | $2,076+195.5% | $2,800+119.1% | $2,381+157.7% |
| Participant deferral / active EE | $6,416 | $2,821+127.4% | $3,704+73.2% | $3,470+84.9% |
| Admin fee / account holder | $10,583 | $3,839+175.7% | $5,104+107.3% | $4,887+116.5% |