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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 | $54,353+63.8% | $82,726+7.6% | $68,498+29.9% |
| Participation rate | 93.8% | 63.9%+29.8pp | 72.6%+21.2pp | 67.9%+25.9pp |
| Annual return | -10.76% | -13.67%+2.9pp | 701.33%-712.1pp | -7.84%-2.9pp |
| Employer contribution / active EE | $3,608 | $2,218+62.6% | $3,009+19.9% | $2,596+39.0% |
| Participant deferral / active EE | $7,395 | $3,246+127.8% | $4,394+68.3% | $4,027+83.6% |
| Admin fee / account holder | $24,661 | $4,396+461.0% | $5,328+362.9% | $5,403+356.4% |