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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 | $189,452 | $54,370+248.4% | $82,763+128.9% | $68,490+176.6% |
| Participation rate | 92.5% | 63.9%+28.5pp | 72.6%+19.9pp | 67.9%+24.6pp |
| Annual return | -14.28% | -13.67%-0.6pp | 702.45%-716.7pp | -7.85%-6.4pp |
| Employer contribution / active EE | $3,658 | $2,219+64.8% | $3,008+21.6% | $2,597+40.9% |
| Participant deferral / active EE | $10,710 | $3,247+229.8% | $4,395+143.7% | $4,028+165.9% |
| Admin fee / account holder | $30,841 | $4,398+601.2% | $5,325+479.2% | $5,403+470.8% |