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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 | $185,100 | $54,370+240.4% | $82,763+123.6% | $68,490+170.3% |
| Participation rate | 95.0% | 63.9%+31.1pp | 72.6%+22.4pp | 67.9%+27.1pp |
| Annual return | -11.54% | -13.67%+2.1pp | 702.45%-714.0pp | -7.85%-3.7pp |
| Employer contribution / active EE | $8,533 | $2,219+284.5% | $3,008+183.7% | $2,597+228.6% |
| Participant deferral / active EE | $4,174 | $3,247+28.5% | $4,395-5.0% | $4,028+3.6% |
| Admin fee / account holder | $5,972 | $4,398+35.8% | $5,325+12.1% | $5,403+10.5% |