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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 | $90,949 | $82,674+10.0% | $125,381-27.5% | $68,486+32.8% |
| Participation rate | 92.6% | 75.1%+17.5pp | 82.4%+10.2pp | 67.9%+24.7pp |
| Annual return | -18.93% | -5.97%-13.0pp | 572.31%-591.2pp | -7.85%-11.1pp |
| Employer contribution / active EE | $7,284 | $3,382+115.4% | $4,815+51.3% | $2,597+180.5% |
| Participant deferral / active EE | $8,678 | $6,111+42.0% | $7,448+16.5% | $4,028+115.5% |
| Admin fee / account holder | $395 | $6,277-93.7% | $10,007-96.1% | $5,404-92.7% |