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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 | $175,382 | $54,357+222.7% | $82,706+112.1% | $68,495+156.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -17.89% | -13.67%-4.2pp | 701.76%-719.7pp | -7.84%-10.0pp |
| Employer contribution / active EE | $5,277 | $2,218+137.9% | $3,007+75.5% | $2,596+103.2% |
| Participant deferral / active EE | $7,200 | $3,246+121.8% | $4,394+63.9% | $4,028+78.8% |
| Admin fee / account holder | $7,900 | $4,396+79.7% | $5,329+48.3% | $5,403+46.2% |