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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 | $123,732 | $54,370+127.6% | $82,763+49.5% | $68,490+80.7% |
| Participation rate | 90.0% | 63.9%+26.1pp | 72.6%+17.4pp | 67.9%+22.1pp |
| Annual return | -15.13% | -13.67%-1.5pp | 702.45%-717.6pp | -7.85%-7.3pp |
| Employer contribution / active EE | $1,840 | $2,219-17.1% | $3,008-38.8% | $2,597-29.1% |
| Participant deferral / active EE | $4,763 | $3,247+46.7% | $4,395+8.4% | $4,028+18.2% |
| Admin fee / account holder | $3,368 | $4,398-23.4% | $5,325-36.8% | $5,403-37.7% |