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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 | $87,678 | $54,370+61.3% | $82,763+5.9% | $68,490+28.0% |
| Participation rate | 95.8% | 63.9%+31.9pp | 72.6%+23.3pp | 67.9%+27.9pp |
| Annual return | -9.40% | -13.67%+4.3pp | 702.45%-711.8pp | -7.85%-1.5pp |
| Employer contribution / active EE | $4,755 | $2,219+114.3% | $3,008+58.1% | $2,597+83.1% |
| Participant deferral / active EE | $3,251 | $3,247+0.1% | $4,395-26.0% | $4,028-19.3% |
| Admin fee / account holder | $9,301 | $4,398+111.5% | $5,325+74.7% | $5,403+72.1% |