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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 | $118,708 | $54,370+118.3% | $82,763+43.4% | $68,490+73.3% |
| Participation rate | 90.5% | 63.9%+26.5pp | 72.6%+17.9pp | 67.9%+22.6pp |
| Annual return | -17.75% | -13.67%-4.1pp | 702.45%-720.2pp | -7.85%-9.9pp |
| Employer contribution / active EE | $5,761 | $2,219+159.6% | $3,008+91.5% | $2,597+121.8% |
| Participant deferral / active EE | $6,402 | $3,247+97.2% | $4,395+45.7% | $4,028+58.9% |
| Admin fee / account holder | $6,246 | $4,398+42.0% | $5,325+17.3% | $5,403+15.6% |