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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 | $113,403 | $54,355+108.6% | $82,744+37.1% | $68,486+65.6% |
| Participation rate | 93.5% | 63.9%+29.6pp | 72.6%+21.0pp | 67.9%+25.7pp |
| Annual return | -12.53% | -13.67%+1.1pp | 702.22%-714.8pp | -7.85%-4.7pp |
| Employer contribution / active EE | $8,971 | $2,219+304.3% | $3,008+198.2% | $2,597+245.5% |
| Participant deferral / active EE | $7,431 | $3,246+128.9% | $4,395+69.1% | $4,028+84.5% |
| Admin fee / account holder | $924 | $4,397-79.0% | $5,325-82.7% | $5,404-82.9% |