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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 | $76,584 | $54,370+40.9% | $82,763-7.5% | $68,490+11.8% |
| Participation rate | 82.1% | 63.9%+18.2pp | 72.6%+9.6pp | 67.9%+14.2pp |
| Annual return | -16.61% | -13.67%-2.9pp | 702.45%-719.1pp | -7.85%-8.8pp |
| Employer contribution / active EE | $6,937 | $2,219+212.6% | $3,008+130.6% | $2,597+167.1% |
| Participant deferral / active EE | $6,916 | $3,247+113.0% | $4,395+57.4% | $4,028+71.7% |
| Admin fee / account holder | $455 | $4,398-89.6% | $5,325-91.5% | $5,403-91.6% |