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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 | $128,272 | $53,546+139.6% | $69,884+83.6% | $68,486+87.3% |
| Participation rate | 90.2% | 64.5%+25.7pp | 70.5%+19.7pp | 67.9%+22.3pp |
| Annual return | -18.68% | -13.87%-4.8pp | 190.81%-209.5pp | -7.85%-10.8pp |
| Employer contribution / active EE | $6,929 | $2,019+243.2% | $2,560+170.7% | $2,597+166.9% |
| Participant deferral / active EE | $3,360 | $2,957+13.6% | $3,848-12.7% | $4,028-16.6% |
| Admin fee / account holder | $5,919 | $4,693+26.1% | $6,266-5.5% | $5,404+9.5% |