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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 | $163,673 | $54,229+201.8% | $70,093+133.5% | $68,498+138.9% |
| Participation rate | 96.4% | 64.5%+31.9pp | 70.5%+26.0pp | 67.9%+28.5pp |
| Annual return | -18.63% | -13.87%-4.8pp | 190.73%-209.4pp | -7.84%-10.8pp |
| Employer contribution / active EE | $4,473 | $2,018+121.7% | $2,560+74.7% | $2,596+72.3% |
| Participant deferral / active EE | $9,587 | $2,956+224.4% | $3,849+149.1% | $4,027+138.1% |
| Admin fee / account holder | $18,576 | $4,694+295.7% | $6,267+196.4% | $5,403+243.8% |