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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 | $97,003 | $54,355+78.5% | $82,744+17.2% | $68,486+41.6% |
| Participation rate | 97.7% | 63.9%+33.7pp | 72.6%+25.1pp | 67.9%+29.8pp |
| Annual return | -10.20% | -13.67%+3.5pp | 702.22%-712.4pp | -7.85%-2.3pp |
| Employer contribution / active EE | $7,563 | $2,219+240.9% | $3,008+151.4% | $2,597+191.3% |
| Participant deferral / active EE | $5,574 | $3,246+71.7% | $4,395+26.8% | $4,028+38.4% |
| Admin fee / account holder | $38,622 | $4,397+778.4% | $5,325+625.3% | $5,404+614.7% |