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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 | $108,344 | $54,357+99.3% | $82,706+31.0% | $68,495+58.2% |
| Participation rate | 97.6% | 63.9%+33.7pp | 72.6%+25.1pp | 67.9%+29.7pp |
| Annual return | -13.65% | -13.67%0pp | 701.76%-715.4pp | -7.84%-5.8pp |
| Employer contribution / active EE | $1,079 | $2,218-51.4% | $3,007-64.1% | $2,596-58.4% |
| Participant deferral / active EE | $5,901 | $3,246+81.8% | $4,394+34.3% | $4,028+46.5% |
| Admin fee / account holder | $3,286 | $4,396-25.3% | $5,329-38.3% | $5,403-39.2% |