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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 | $90,118 | $54,239+66.1% | $70,098+28.6% | $68,495+31.6% |
| Participation rate | 86.4% | 64.5%+21.9pp | 70.5%+16.0pp | 67.9%+18.5pp |
| Annual return | -16.90% | -13.87%-3.0pp | 190.76%-207.7pp | -7.84%-9.1pp |
| Employer contribution / active EE | $5,825 | $2,019+188.5% | $2,560+127.5% | $2,596+124.3% |
| Participant deferral / active EE | $6,552 | $2,957+121.6% | $3,849+70.2% | $4,028+62.7% |
| Admin fee / account holder | $3,217 | $4,691-31.4% | $6,266-48.7% | $5,403-40.5% |