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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 | $194,111 | $69,012+181.3% | $160,037+21.3% | $68,490+183.4% |
| Participation rate | 97.2% | 65.4%+31.8pp | 78.0%+19.2pp | 67.9%+29.3pp |
| Annual return | -15.79% | -9.65%-6.1pp | 408.95%-424.7pp | -7.85%-7.9pp |
| Employer contribution / active EE | $6,061 | $2,212+174.0% | $4,226+43.4% | $2,597+133.4% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $6,184-100.0% | $4,028-100.0% |
| Admin fee / account holder | $8,549 | $4,798+78.2% | $8,716-1.9% | $5,403+58.2% |