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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 | $55,155 | $54,370+1.4% | $82,763-33.4% | $68,490-19.5% |
| Participation rate | 95.2% | 63.9%+31.3pp | 72.6%+22.7pp | 67.9%+27.3pp |
| Annual return | -17.11% | -13.67%-3.4pp | 702.45%-719.6pp | -7.85%-9.3pp |
| Employer contribution / active EE | $6,195 | $2,219+179.2% | $3,008+105.9% | $2,597+138.6% |
| Participant deferral / active EE | $7,240 | $3,247+123.0% | $4,395+64.7% | $4,028+79.8% |
| Admin fee / account holder | $18,910 | $4,398+330.0% | $5,325+255.1% | $5,403+250.0% |