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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 | $111,938 | $57,352+95.2% | $83,831+33.5% | $64,173+74.4% |
| Participation rate | 92.3% | 68.6%+23.7pp | 76.1%+16.2pp | 69.6%+22.7pp |
| Annual return | -5.96% | 11.38%-17.3pp | 850.99%-856.9pp | 7.63%-13.6pp |
| Employer contribution / active EE | $12,254 | $2,546+381.4% | $3,631+237.5% | $2,381+414.7% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,633 | $4,046-59.6% | $5,479-70.2% | $4,887-66.6% |