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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 | $179,453 | $134,001+33.9% | $112,258+59.9% | $134,509+33.4% |
| Participation rate | 91.7% | 78.6%+13.1pp | 75.1%+16.6pp | 81.2%+10.4pp |
| Annual return | -14.12% | 47.15%-61.3pp | 27.47%-41.6pp | 418.13%-432.3pp |
| Employer contribution / active EE | $7,878 | $4,039+95.0% | $3,636+116.7% | $4,741+66.2% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $31,018 | $7,491+314.1% | $6,411+383.8% | $11,427+171.5% |