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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 | $76,265 | $54,370+40.3% | $82,763-7.9% | $68,490+11.4% |
| Participation rate | 94.1% | 63.9%+30.2pp | 72.6%+21.6pp | 67.9%+26.2pp |
| Annual return | -14.71% | -13.67%-1.0pp | 702.45%-717.2pp | -7.85%-6.9pp |
| Employer contribution / active EE | $5,393 | $2,219+143.0% | $3,008+79.3% | $2,597+107.7% |
| Participant deferral / active EE | $1,269 | $3,247-60.9% | $4,395-71.1% | $4,028-68.5% |
| Admin fee / account holder | $13,801 | $4,398+213.8% | $5,325+159.2% | $5,403+155.4% |