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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 | $179,057 | $54,370+229.3% | $82,763+116.3% | $68,490+161.4% |
| Participation rate | 71.1% | 63.9%+7.1pp | 72.6%-1.5pp | 67.9%+3.2pp |
| Annual return | -16.65% | -13.67%-3.0pp | 702.45%-719.1pp | -7.85%-8.8pp |
| Employer contribution / active EE | $4,500 | $2,219+102.8% | $3,008+49.6% | $2,597+73.3% |
| Participant deferral / active EE | $9,611 | $3,247+196.0% | $4,395+118.7% | $4,028+138.6% |
| Admin fee / account holder | $22,551 | $4,398+412.7% | $5,325+323.5% | $5,403+317.4% |