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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 | $53,546+205.7% | $69,890+134.2% | $68,490+139.0% |
| Participation rate | 96.4% | 64.5%+31.9pp | 70.5%+25.9pp | 67.9%+28.5pp |
| Annual return | -18.63% | -13.87%-4.8pp | 190.84%-209.5pp | -7.85%-10.8pp |
| Employer contribution / active EE | $4,473 | $2,019+121.6% | $2,560+74.7% | $2,597+72.3% |
| Participant deferral / active EE | $9,587 | $2,957+224.3% | $3,848+149.1% | $4,028+138.0% |
| Admin fee / account holder | $18,576 | $4,693+295.8% | $6,267+196.4% | $5,403+243.8% |