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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 | $59,162 | $82,678-28.4% | $125,391-52.8% | $68,490-13.6% |
| Participation rate | 97.4% | 75.1%+22.3pp | 82.4%+15.0pp | 67.9%+29.5pp |
| Annual return | -18.68% | -5.97%-12.7pp | 572.41%-591.1pp | -7.85%-10.8pp |
| Employer contribution / active EE | $4,945 | $3,382+46.2% | $4,816+2.7% | $2,597+90.4% |
| Participant deferral / active EE | $12,672 | $6,111+107.3% | $7,448+70.1% | $4,028+214.6% |
| Admin fee / account holder | $14,250 | $6,277+127.0% | $10,009+42.4% | $5,403+163.8% |