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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 | $109,447 | $54,370+101.3% | $82,763+32.2% | $68,490+59.8% |
| Participation rate | 96.2% | 63.9%+32.3pp | 72.6%+23.6pp | 67.9%+28.3pp |
| Annual return | -18.99% | -13.67%-5.3pp | 702.45%-721.4pp | -7.85%-11.1pp |
| Employer contribution / active EE | $3,279 | $2,219+47.7% | $3,008+9.0% | $2,597+26.3% |
| Participant deferral / active EE | $8,059 | $3,247+148.2% | $4,395+83.4% | $4,028+100.1% |
| Admin fee / account holder | $6,952 | $4,398+58.1% | $5,325+30.6% | $5,403+28.7% |