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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 | $114,802 | $54,355+111.2% | $82,744+38.7% | $68,486+67.6% |
| Participation rate | 96.8% | 63.9%+32.8pp | 72.6%+24.2pp | 67.9%+28.9pp |
| Annual return | -12.16% | -13.67%+1.5pp | 702.22%-714.4pp | -7.85%-4.3pp |
| Employer contribution / active EE | $6,355 | $2,219+186.5% | $3,008+111.3% | $2,597+144.8% |
| Participant deferral / active EE | $5,085 | $3,246+56.6% | $4,395+15.7% | $4,028+26.3% |
| Admin fee / account holder | $753 | $4,397-82.9% | $5,325-85.9% | $5,404-86.1% |