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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 | $158,395 | $54,370+191.3% | $82,763+91.4% | $68,490+131.3% |
| Participation rate | 96.4% | 63.9%+32.5pp | 72.6%+23.9pp | 67.9%+28.5pp |
| Annual return | -9.65% | -13.67%+4.0pp | 702.45%-712.1pp | -7.85%-1.8pp |
| Employer contribution / active EE | $5,285 | $2,219+138.1% | $3,008+75.7% | $2,597+103.5% |
| Participant deferral / active EE | $3,395 | $3,247+4.6% | $4,395-22.8% | $4,028-15.7% |
| Admin fee / account holder | $2,135 | $4,398-51.5% | $5,325-59.9% | $5,403-60.5% |