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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 | $119,553 | $54,355+119.9% | $82,744+44.5% | $68,486+74.6% |
| Participation rate | 75.0% | 63.9%+11.1pp | 72.6%+2.4pp | 67.9%+7.1pp |
| Annual return | -16.42% | -13.67%-2.8pp | 702.22%-718.6pp | -7.85%-8.6pp |
| Employer contribution / active EE | $4,745 | $2,219+113.9% | $3,008+57.7% | $2,597+82.7% |
| Participant deferral / active EE | $5,123 | $3,246+57.8% | $4,395+16.6% | $4,028+27.2% |
| Admin fee / account holder | $16,676 | $4,397+279.3% | $5,325+213.2% | $5,404+208.6% |