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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 | $68,344 | $82,678-17.3% | $125,391-45.5% | $68,490-0.2% |
| Participation rate | 98.5% | 75.1%+23.4pp | 82.4%+16.1pp | 67.9%+30.6pp |
| Annual return | -11.67% | -5.97%-5.7pp | 572.41%-584.1pp | -7.85%-3.8pp |
| Employer contribution / active EE | $10,338 | $3,382+205.7% | $4,816+114.7% | $2,597+298.1% |
| Participant deferral / active EE | $7,833 | $6,111+28.2% | $7,448+5.2% | $4,028+94.5% |
| Admin fee / account holder | $720 | $6,277-88.5% | $10,009-92.8% | $5,403-86.7% |