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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 | $69,311 | $54,355+27.5% | $82,744-16.2% | $68,486+1.2% |
| Participation rate | 95.3% | 63.9%+31.4pp | 72.6%+22.8pp | 67.9%+27.5pp |
| Annual return | -14.91% | -13.67%-1.2pp | 702.22%-717.1pp | -7.85%-7.1pp |
| Employer contribution / active EE | $9,387 | $2,219+323.1% | $3,008+212.1% | $2,597+261.5% |
| Participant deferral / active EE | $7,558 | $3,246+132.8% | $4,395+72.0% | $4,028+87.6% |
| Admin fee / account holder | $7,038 | $4,397+60.1% | $5,325+32.2% | $5,404+30.2% |