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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 | $67,902 | $54,370+24.9% | $82,763-18.0% | $68,490-0.9% |
| Participation rate | 82.5% | 63.9%+18.5pp | 72.6%+9.9pp | 67.9%+14.6pp |
| Annual return | -17.06% | -13.67%-3.4pp | 702.45%-719.5pp | -7.85%-9.2pp |
| Employer contribution / active EE | $1,156 | $2,219-47.9% | $3,008-61.6% | $2,597-55.5% |
| Participant deferral / active EE | $3,894 | $3,247+19.9% | $4,395-11.4% | $4,028-3.3% |
| Admin fee / account holder | $11,129 | $4,398+153.1% | $5,325+109.0% | $5,403+106.0% |