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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 | $68,333 | $54,370+25.7% | $82,763-17.4% | $68,490-0.2% |
| Participation rate | 96.2% | 63.9%+32.2pp | 72.6%+23.6pp | 67.9%+28.3pp |
| Annual return | -17.01% | -13.67%-3.3pp | 702.45%-719.5pp | -7.85%-9.2pp |
| Employer contribution / active EE | $9,510 | $2,219+328.5% | $3,008+216.1% | $2,597+266.2% |
| Participant deferral / active EE | $6,390 | $3,247+96.8% | $4,395+45.4% | $4,028+58.7% |
| Admin fee / account holder | $32,115 | $4,398+630.2% | $5,325+503.1% | $5,403+494.4% |