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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 | $84,125 | $54,357+54.8% | $82,706+1.7% | $68,495+22.8% |
| Participation rate | 97.0% | 63.9%+33.0pp | 72.6%+24.4pp | 67.9%+29.1pp |
| Annual return | -16.08% | -13.67%-2.4pp | 701.76%-717.8pp | -7.84%-8.2pp |
| Employer contribution / active EE | $2,988 | $2,218+34.7% | $3,007-0.7% | $2,596+15.1% |
| Participant deferral / active EE | $2,988 | $3,246-8.0% | $4,394-32.0% | $4,028-25.8% |
| Admin fee / account holder | $1,202 | $4,396-72.7% | $5,329-77.4% | $5,403-77.8% |