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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 | $116,409 | $82,674+40.8% | $125,381-7.2% | $68,486+70.0% |
| Participation rate | 96.6% | 75.1%+21.5pp | 82.4%+14.2pp | 67.9%+28.7pp |
| Annual return | -11.54% | -5.97%-5.6pp | 572.31%-583.8pp | -7.85%-3.7pp |
| Employer contribution / active EE | $1,402 | $3,382-58.6% | $4,815-70.9% | $2,597-46.0% |
| Participant deferral / active EE | $7,914 | $6,111+29.5% | $7,448+6.3% | $4,028+96.5% |
| Admin fee / account holder | $15,852 | $6,277+152.5% | $10,007+58.4% | $5,404+193.3% |