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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 | $99,236 | $54,370+82.5% | $82,763+19.9% | $68,490+44.9% |
| Participation rate | 92.0% | 63.9%+28.1pp | 72.6%+19.4pp | 67.9%+24.1pp |
| Annual return | -16.64% | -13.67%-3.0pp | 702.45%-719.1pp | -7.85%-8.8pp |
| Employer contribution / active EE | $1,909 | $2,219-14.0% | $3,008-36.5% | $2,597-26.5% |
| Participant deferral / active EE | $6,616 | $3,247+103.7% | $4,395+50.5% | $4,028+64.3% |
| Admin fee / account holder | $23,712 | $4,398+439.2% | $5,325+345.3% | $5,403+338.9% |