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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 | $54,353+191.4% | $82,726+91.5% | $68,498+131.2% |
| Participation rate | 96.4% | 63.9%+32.5pp | 72.6%+23.9pp | 67.9%+28.5pp |
| Annual return | -9.65% | -13.67%+4.0pp | 701.33%-711.0pp | -7.84%-1.8pp |
| Employer contribution / active EE | $5,285 | $2,218+138.2% | $3,009+75.6% | $2,596+103.5% |
| Participant deferral / active EE | $3,395 | $3,246+4.6% | $4,394-22.7% | $4,027-15.7% |
| Admin fee / account holder | $2,135 | $4,396-51.4% | $5,328-59.9% | $5,403-60.5% |