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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 | $196,843 | $59,111+233.0% | $86,451+127.7% | $68,490+187.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.44% | -0.22%-18.2pp | 4398.51%-4416.9pp | -7.85%-10.6pp |
| Employer contribution / active EE | $7,523 | $2,519+198.6% | $3,770+99.5% | $2,597+189.7% |
| Participant deferral / active EE | $9,997 | $5,900+69.4% | $6,953+43.8% | $4,028+148.2% |
| Admin fee / account holder | $7,417 | $5,640+31.5% | $6,734+10.1% | $5,403+37.3% |