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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 | $117,980 | $56,197+109.9% | $67,652+74.4% | $59,633+97.8% |
| Participation rate | 71.4% | 71.5%0pp | 75.7%-4.2pp | 68.7%+2.8pp |
| Annual return | -0.62% | 18508.10%-18508.7pp | 6625.40%-6626.0pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $3,093 | $1,615+91.6% | $2,266+36.5% | $2,203+40.4% |
| Participant deferral / active EE | $7,461 | $2,844+162.4% | $3,560+109.6% | $3,192+133.8% |
| Admin fee / account holder | $6,673 | $3,958+68.6% | $4,821+38.4% | $4,297+55.3% |