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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 | $58,346 | $54,370+7.3% | $82,763-29.5% | $68,490-14.8% |
| Participation rate | 98.1% | 63.9%+34.1pp | 72.6%+25.5pp | 67.9%+30.2pp |
| Annual return | -14.71% | -13.67%-1.0pp | 702.45%-717.2pp | -7.85%-6.9pp |
| Employer contribution / active EE | $6,006 | $2,219+170.6% | $3,008+99.6% | $2,597+131.3% |
| Participant deferral / active EE | $3,736 | $3,247+15.1% | $4,395-15.0% | $4,028-7.2% |
| Admin fee / account holder | $9,471 | $4,398+115.3% | $5,325+77.8% | $5,403+75.3% |