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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 | $62,515 | $54,357+15.0% | $82,706-24.4% | $68,495-8.7% |
| Participation rate | 84.4% | 63.9%+20.5pp | 72.6%+11.9pp | 67.9%+16.6pp |
| Annual return | -11.83% | -13.67%+1.8pp | 701.76%-713.6pp | -7.84%-4.0pp |
| Employer contribution / active EE | $5,305 | $2,218+139.1% | $3,007+76.4% | $2,596+104.3% |
| Participant deferral / active EE | $5,248 | $3,246+61.6% | $4,394+19.4% | $4,028+30.3% |
| Admin fee / account holder | $9,972 | $4,396+126.8% | $5,329+87.1% | $5,403+84.6% |