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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 | $79,003 | $54,357+45.3% | $82,706-4.5% | $68,495+15.3% |
| Participation rate | 97.0% | 63.9%+33.0pp | 72.6%+24.4pp | 67.9%+29.1pp |
| Annual return | -15.86% | -13.67%-2.2pp | 701.76%-717.6pp | -7.84%-8.0pp |
| Employer contribution / active EE | $8,055 | $2,218+263.1% | $3,007+167.8% | $2,596+210.2% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,394-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,805 | $4,396-36.2% | $5,329-47.4% | $5,403-48.1% |