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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 | $86,786 | $54,370+59.6% | $82,763+4.9% | $68,490+26.7% |
| Participation rate | 94.9% | 63.9%+30.9pp | 72.6%+22.3pp | 67.9%+27.0pp |
| Annual return | -17.31% | -13.67%-3.6pp | 702.45%-719.8pp | -7.85%-9.5pp |
| Employer contribution / active EE | $4,719 | $2,219+112.6% | $3,008+56.9% | $2,597+81.7% |
| Participant deferral / active EE | $5,373 | $3,247+65.5% | $4,395+22.3% | $4,028+33.4% |
| Admin fee / account holder | $4,279 | $4,398-2.7% | $5,325-19.7% | $5,403-20.8% |