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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 | $89,005 | $54,370+63.7% | $82,763+7.5% | $68,490+30.0% |
| Participation rate | 93.8% | 63.9%+29.8pp | 72.6%+21.2pp | 67.9%+25.9pp |
| Annual return | -10.76% | -13.67%+2.9pp | 702.45%-713.2pp | -7.85%-2.9pp |
| Employer contribution / active EE | $3,608 | $2,219+62.6% | $3,008+19.9% | $2,597+38.9% |
| Participant deferral / active EE | $7,395 | $3,247+127.8% | $4,395+68.3% | $4,028+83.6% |
| Admin fee / account holder | $24,661 | $4,398+460.7% | $5,325+363.1% | $5,403+356.4% |