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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 | $146,214 | $54,370+168.9% | $82,763+76.7% | $68,490+113.5% |
| Participation rate | 97.1% | 63.9%+33.2pp | 72.6%+24.6pp | 67.9%+29.2pp |
| Annual return | -6.73% | -13.67%+6.9pp | 702.45%-709.2pp | -7.85%+1.1pp |
| Employer contribution / active EE | $3,009 | $2,219+35.6% | $3,0080% | $2,597+15.9% |
| Participant deferral / active EE | $3,725 | $3,247+14.7% | $4,395-15.2% | $4,028-7.5% |
| Admin fee / account holder | $4,407 | $4,398+0.2% | $5,325-17.2% | $5,403-18.4% |