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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 | $73,967 | $54,355+36.1% | $82,744-10.6% | $68,486+8.0% |
| Participation rate | 73.3% | 63.9%+9.4pp | 72.6%+0.8pp | 67.9%+5.4pp |
| Annual return | -19.01% | -13.67%-5.3pp | 702.22%-721.2pp | -7.85%-11.2pp |
| Employer contribution / active EE | $3,034 | $2,219+36.8% | $3,008+0.9% | $2,597+16.9% |
| Participant deferral / active EE | $6,000 | $3,246+84.8% | $4,395+36.5% | $4,028+49.0% |
| Admin fee / account holder | $5,423 | $4,397+23.3% | $5,325+1.8% | $5,404+0.4% |