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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 | $53,115 | $82,674-35.8% | $125,381-57.6% | $68,486-22.4% |
| Participation rate | 97.1% | 75.1%+22.1pp | 82.4%+14.7pp | 67.9%+29.2pp |
| Annual return | -3.41% | -5.97%+2.6pp | 572.31%-575.7pp | -7.85%+4.4pp |
| Employer contribution / active EE | $6,483 | $3,382+91.7% | $4,815+34.6% | $2,597+149.7% |
| Participant deferral / active EE | $10,033 | $6,111+64.2% | $7,448+34.7% | $4,028+149.1% |
| Admin fee / account holder | $2,983 | $6,277-52.5% | $10,007-70.2% | $5,404-44.8% |