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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 | $165,491 | $75,962+117.9% | $154,111+7.4% | $64,173+157.9% |
| Participation rate | 98.0% | 70.4%+27.5pp | 83.0%+14.9pp | 69.6%+28.4pp |
| Annual return | -3.17% | 30.32%-33.5pp | 735.18%-738.4pp | 7.63%-10.8pp |
| Employer contribution / active EE | $15,684 | $3,350+368.2% | $5,298+196.0% | $2,381+558.8% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $55,366 | $5,589+890.6% | $13,411+312.8% | $4,887+1032.8% |