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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 | $142,133 | $69,012+106.0% | $160,037-11.2% | $68,490+107.5% |
| Participation rate | 95.6% | 65.4%+30.1pp | 78.0%+17.6pp | 67.9%+27.7pp |
| Annual return | -16.79% | -9.65%-7.1pp | 408.95%-425.7pp | -7.85%-8.9pp |
| Employer contribution / active EE | $5,801 | $2,212+162.2% | $4,226+37.3% | $2,597+123.4% |
| Participant deferral / active EE | $5,238 | $4,212+24.4% | $6,184-15.3% | $4,028+30.0% |
| Admin fee / account holder | $807 | $4,798-83.2% | $8,716-90.7% | $5,403-85.1% |