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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 | $53,420 | $82,674-35.4% | $125,381-57.4% | $68,486-22.0% |
| Participation rate | 96.9% | 75.1%+21.8pp | 82.4%+14.5pp | 67.9%+29.0pp |
| Annual return | -14.93% | -5.97%-9.0pp | 572.31%-587.2pp | -7.85%-7.1pp |
| Employer contribution / active EE | $6,230 | $3,382+84.2% | $4,815+29.4% | $2,597+139.9% |
| Participant deferral / active EE | $10,347 | $6,111+69.3% | $7,448+38.9% | $4,028+156.9% |
| Admin fee / account holder | $12,600 | $6,277+100.7% | $10,007+25.9% | $5,404+133.2% |