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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 | $84,031 | $54,355+54.6% | $82,744+1.6% | $68,486+22.7% |
| Participation rate | 74.3% | 63.9%+10.4pp | 72.6%+1.7pp | 67.9%+6.4pp |
| Annual return | -17.94% | -13.67%-4.3pp | 702.22%-720.2pp | -7.85%-10.1pp |
| Employer contribution / active EE | $4,256 | $2,219+91.8% | $3,008+41.5% | $2,597+63.9% |
| Participant deferral / active EE | $9,486 | $3,246+192.2% | $4,395+115.8% | $4,028+135.5% |
| Admin fee / account holder | $842 | $4,397-80.8% | $5,325-84.2% | $5,404-84.4% |