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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 | $142,542 | $54,370+162.2% | $82,763+72.2% | $68,490+108.1% |
| Participation rate | 97.2% | 63.9%+33.3pp | 72.6%+24.7pp | 67.9%+29.3pp |
| Annual return | -15.58% | -13.67%-1.9pp | 702.45%-718.0pp | -7.85%-7.7pp |
| Employer contribution / active EE | $4,953 | $2,219+123.2% | $3,008+64.6% | $2,597+90.7% |
| Participant deferral / active EE | $10,188 | $3,247+213.8% | $4,395+131.8% | $4,028+152.9% |
| Admin fee / account holder | $19,714 | $4,398+348.2% | $5,325+270.2% | $5,403+264.9% |