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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 | $64,230 | $54,355+18.2% | $82,744-22.4% | $68,486-6.2% |
| Participation rate | 80.0% | 63.9%+16.1pp | 72.6%+7.4pp | 67.9%+12.1pp |
| Annual return | -17.00% | -13.67%-3.3pp | 702.22%-719.2pp | -7.85%-9.1pp |
| Employer contribution / active EE | $3,511 | $2,219+58.3% | $3,008+16.7% | $2,597+35.2% |
| Participant deferral / active EE | $6,592 | $3,246+103.1% | $4,395+50.0% | $4,028+63.7% |
| Admin fee / account holder | $7,781 | $4,397+77.0% | $5,325+46.1% | $5,404+44.0% |