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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 | $126,641 | $54,370+132.9% | $82,763+53.0% | $68,490+84.9% |
| Participation rate | 85.2% | 63.9%+21.3pp | 72.6%+12.6pp | 67.9%+17.3pp |
| Annual return | -19.49% | -13.67%-5.8pp | 702.45%-721.9pp | -7.85%-11.6pp |
| Employer contribution / active EE | $1,481 | $2,219-33.3% | $3,008-50.8% | $2,597-43.0% |
| Participant deferral / active EE | $8,657 | $3,247+166.6% | $4,395+97.0% | $4,028+114.9% |
| Admin fee / account holder | $4,893 | $4,398+11.3% | $5,325-8.1% | $5,403-9.4% |