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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 | $171,196 | $54,355+215.0% | $82,744+106.9% | $68,486+150.0% |
| Participation rate | 77.4% | 63.9%+13.5pp | 72.6%+4.9pp | 67.9%+9.5pp |
| Annual return | -15.48% | -13.67%-1.8pp | 702.22%-717.7pp | -7.85%-7.6pp |
| Employer contribution / active EE | $3,443 | $2,219+55.2% | $3,008+14.5% | $2,597+32.6% |
| Participant deferral / active EE | $6,466 | $3,246+99.2% | $4,395+47.1% | $4,028+60.5% |
| Admin fee / account holder | $4,828 | $4,397+9.8% | $5,325-9.3% | $5,404-10.7% |