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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 | $220,901 | $57,352+285.2% | $83,831+163.5% | $64,173+244.2% |
| Participation rate | 88.9% | 68.6%+20.3pp | 76.1%+12.7pp | 69.6%+19.3pp |
| Annual return | -3.68% | 11.38%-15.1pp | 850.99%-854.7pp | 7.63%-11.3pp |
| Employer contribution / active EE | $8,755 | $2,546+243.9% | $3,631+141.1% | $2,381+267.7% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $9,069 | $4,046+124.1% | $5,479+65.5% | $4,887+85.6% |