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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 | $173,639 | $43,730+297.1% | $121,220+43.2% | $64,173+170.6% |
| Participation rate | 98.3% | 58.3%+39.9pp | 71.8%+26.5pp | 69.6%+28.7pp |
| Annual return | -4.42% | 68.94%-73.4pp | 16.94%-21.4pp | 7.63%-12.1pp |
| Employer contribution / active EE | $16,555 | $1,297+1176.7% | $4,023+311.6% | $2,381+595.4% |
| Participant deferral / active EE | $0 | $2,281-100.0% | $3,345-100.0% | $3,470-100.0% |
| Admin fee / account holder | $7,128 | $3,502+103.5% | $5,021+42.0% | $4,887+45.8% |