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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 | $156,663 | $54,370+188.1% | $82,763+89.3% | $68,490+128.7% |
| Participation rate | 84.6% | 63.9%+20.7pp | 72.6%+12.1pp | 67.9%+16.7pp |
| Annual return | -1.70% | -13.67%+12.0pp | 702.45%-704.1pp | -7.85%+6.2pp |
| Employer contribution / active EE | $2,486 | $2,219+12.0% | $3,008-17.4% | $2,597-4.3% |
| Participant deferral / active EE | $4,393 | $3,247+35.3% | $4,3950% | $4,028+9.1% |
| Admin fee / account holder | $7,560 | $4,398+71.9% | $5,325+42.0% | $5,403+39.9% |