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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 | $85,149 | $54,370+56.6% | $82,763+2.9% | $68,490+24.3% |
| Participation rate | 96.2% | 63.9%+32.2pp | 72.6%+23.6pp | 67.9%+28.3pp |
| Annual return | -17.28% | -13.67%-3.6pp | 702.45%-719.7pp | -7.85%-9.4pp |
| Employer contribution / active EE | $4,981 | $2,219+124.5% | $3,008+65.6% | $2,597+91.8% |
| Participant deferral / active EE | $5,192 | $3,247+59.9% | $4,395+18.1% | $4,028+28.9% |
| Admin fee / account holder | $4,481 | $4,398+1.9% | $5,325-15.8% | $5,403-17.1% |