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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 | $136,815 | $82,678+65.5% | $125,391+9.1% | $68,490+99.8% |
| Participation rate | 97.1% | 75.1%+22.0pp | 82.4%+14.7pp | 67.9%+29.2pp |
| Annual return | -17.75% | -5.97%-11.8pp | 572.41%-590.2pp | -7.85%-9.9pp |
| Employer contribution / active EE | $7,641 | $3,382+125.9% | $4,816+58.7% | $2,597+194.2% |
| Participant deferral / active EE | $7,876 | $6,111+28.9% | $7,448+5.7% | $4,028+95.5% |
| Admin fee / account holder | $764 | $6,277-87.8% | $10,009-92.4% | $5,403-85.9% |