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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 | $62,247 | $54,357+14.5% | $82,706-24.7% | $68,495-9.1% |
| Participation rate | 88.9% | 63.9%+25.0pp | 72.6%+16.3pp | 67.9%+21.0pp |
| Annual return | -16.04% | -13.67%-2.4pp | 701.76%-717.8pp | -7.84%-8.2pp |
| Employer contribution / active EE | $4,646 | $2,218+109.4% | $3,007+54.5% | $2,596+78.9% |
| Participant deferral / active EE | $5,277 | $3,246+62.5% | $4,394+20.1% | $4,028+31.0% |
| Admin fee / account holder | $9,914 | $4,396+125.5% | $5,329+86.0% | $5,403+83.5% |