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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 | $93,501 | $54,357+72.0% | $82,706+13.1% | $68,495+36.5% |
| Participation rate | 81.0% | 63.9%+17.0pp | 72.6%+8.4pp | 67.9%+13.1pp |
| Annual return | -19.02% | -13.67%-5.3pp | 701.76%-720.8pp | -7.84%-11.2pp |
| Employer contribution / active EE | $2,063 | $2,218-7.0% | $3,007-31.4% | $2,596-20.6% |
| Participant deferral / active EE | $4,809 | $3,246+48.1% | $4,394+9.5% | $4,028+19.4% |
| Admin fee / account holder | $12,706 | $4,396+189.0% | $5,329+138.5% | $5,403+135.2% |