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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 | $93,459 | $54,355+71.9% | $82,744+13.0% | $68,486+36.5% |
| Participation rate | 96.9% | 63.9%+32.9pp | 72.6%+24.3pp | 67.9%+29.0pp |
| Annual return | -16.06% | -13.67%-2.4pp | 702.22%-718.3pp | -7.85%-8.2pp |
| Employer contribution / active EE | $2,078 | $2,219-6.3% | $3,008-30.9% | $2,597-20.0% |
| Participant deferral / active EE | $6,937 | $3,246+113.7% | $4,395+57.9% | $4,028+72.2% |
| Admin fee / account holder | $2,947 | $4,397-33.0% | $5,325-44.7% | $5,404-45.5% |