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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 | $67,308 | $54,355+23.8% | $82,744-18.7% | $68,486-1.7% |
| Participation rate | 95.3% | 63.9%+31.4pp | 72.6%+22.8pp | 67.9%+27.4pp |
| Annual return | -18.66% | -13.67%-5.0pp | 702.22%-720.9pp | -7.85%-10.8pp |
| Employer contribution / active EE | $15,507 | $2,219+599.0% | $3,008+415.5% | $2,597+497.2% |
| Participant deferral / active EE | $10,952 | $3,246+237.3% | $4,395+149.2% | $4,028+171.9% |
| Admin fee / account holder | $2,357 | $4,397-46.4% | $5,325-55.7% | $5,404-56.4% |