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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 | $78,236 | $54,355+43.9% | $82,744-5.4% | $68,486+14.2% |
| Participation rate | 91.1% | 63.9%+27.2pp | 72.6%+18.5pp | 67.9%+23.2pp |
| Annual return | -16.64% | -13.67%-3.0pp | 702.22%-718.9pp | -7.85%-8.8pp |
| Employer contribution / active EE | $1,862 | $2,219-16.1% | $3,008-38.1% | $2,597-28.3% |
| Participant deferral / active EE | $3,184 | $3,246-1.9% | $4,395-27.5% | $4,028-20.9% |
| Admin fee / account holder | $5,870 | $4,397+33.5% | $5,325+10.2% | $5,404+8.6% |