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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 | $157,060 | $82,678+90.0% | $125,391+25.3% | $68,490+129.3% |
| Participation rate | 97.1% | 75.1%+22.1pp | 82.4%+14.8pp | 67.9%+29.2pp |
| Annual return | -16.20% | -5.97%-10.2pp | 572.41%-588.6pp | -7.85%-8.3pp |
| Employer contribution / active EE | $6,414 | $3,382+89.6% | $4,816+33.2% | $2,597+147.0% |
| Participant deferral / active EE | $6,102 | $6,111-0.2% | $7,448-18.1% | $4,028+51.5% |
| Admin fee / account holder | $31,251 | $6,277+397.8% | $10,009+212.2% | $5,403+478.4% |