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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 | $171,019 | $82,678+106.8% | $125,391+36.4% | $68,490+149.7% |
| Participation rate | 90.8% | 75.1%+15.7pp | 82.4%+8.4pp | 67.9%+22.9pp |
| Annual return | -19.13% | -5.97%-13.2pp | 572.41%-591.5pp | -7.85%-11.3pp |
| Employer contribution / active EE | $8,391 | $3,382+148.1% | $4,816+74.2% | $2,597+223.1% |
| Participant deferral / active EE | $7,996 | $6,111+30.8% | $7,448+7.4% | $4,028+98.5% |
| Admin fee / account holder | $42,195 | $6,277+572.2% | $10,009+321.6% | $5,403+681.0% |