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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 | $155,674 | $54,370+186.3% | $82,763+88.1% | $68,490+127.3% |
| Participation rate | 92.9% | 63.9%+28.9pp | 72.6%+20.3pp | 67.9%+25.0pp |
| Annual return | -17.46% | -13.67%-3.8pp | 702.45%-719.9pp | -7.85%-9.6pp |
| Employer contribution / active EE | $7,042 | $2,219+217.3% | $3,008+134.1% | $2,597+171.2% |
| Participant deferral / active EE | $6,460 | $3,247+98.9% | $4,395+47.0% | $4,028+60.4% |
| Admin fee / account holder | $2,090 | $4,398-52.5% | $5,325-60.8% | $5,403-61.3% |