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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 | $90,276 | $82,678+9.2% | $125,391-28.0% | $68,490+31.8% |
| Participation rate | 97.6% | 75.1%+22.5pp | 82.4%+15.2pp | 67.9%+29.7pp |
| Annual return | -13.73% | -5.97%-7.8pp | 572.41%-586.1pp | -7.85%-5.9pp |
| Employer contribution / active EE | $6,716 | $3,382+98.6% | $4,816+39.5% | $2,597+158.6% |
| Participant deferral / active EE | $11,456 | $6,111+87.5% | $7,448+53.8% | $4,028+184.4% |
| Admin fee / account holder | $45,016 | $6,277+617.1% | $10,009+349.8% | $5,403+733.2% |