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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 | $92,677 | $54,357+70.5% | $82,706+12.1% | $68,495+35.3% |
| Participation rate | 97.0% | 63.9%+33.0pp | 72.6%+24.4pp | 67.9%+29.1pp |
| Annual return | -13.23% | -13.67%+0.4pp | 701.76%-715.0pp | -7.84%-5.4pp |
| Employer contribution / active EE | $4,780 | $2,218+115.5% | $3,007+59.0% | $2,596+84.1% |
| Participant deferral / active EE | $7,118 | $3,246+119.3% | $4,394+62.0% | $4,028+76.7% |
| Admin fee / account holder | $11,691 | $4,396+165.9% | $5,329+119.4% | $5,403+116.4% |