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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 | $79,101 | $54,370+45.5% | $82,763-4.4% | $68,490+15.5% |
| Participation rate | 84.0% | 63.9%+20.1pp | 72.6%+11.4pp | 67.9%+16.1pp |
| Annual return | -17.71% | -13.67%-4.0pp | 702.45%-720.2pp | -7.85%-9.9pp |
| Employer contribution / active EE | $6,929 | $2,219+212.3% | $3,008+130.3% | $2,597+166.9% |
| Participant deferral / active EE | $7,098 | $3,247+118.6% | $4,395+61.5% | $4,028+76.2% |
| Admin fee / account holder | $3,653 | $4,398-16.9% | $5,325-31.4% | $5,403-32.4% |