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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 | $68,357 | $54,370+25.7% | $82,763-17.4% | $68,490-0.2% |
| Participation rate | 96.6% | 63.9%+32.6pp | 72.6%+24.0pp | 67.9%+28.7pp |
| Annual return | -17.16% | -13.67%-3.5pp | 702.45%-719.6pp | -7.85%-9.3pp |
| Employer contribution / active EE | $4,040 | $2,219+82.1% | $3,008+34.3% | $2,597+55.6% |
| Participant deferral / active EE | $9,066 | $3,247+179.2% | $4,395+106.3% | $4,028+125.1% |
| Admin fee / account holder | $4,790 | $4,398+8.9% | $5,325-10.1% | $5,403-11.3% |