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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 | $96,158 | $54,355+76.9% | $82,744+16.2% | $68,486+40.4% |
| Participation rate | 93.1% | 63.9%+29.2pp | 72.6%+20.5pp | 67.9%+25.2pp |
| Annual return | -16.86% | -13.67%-3.2pp | 702.22%-719.1pp | -7.85%-9.0pp |
| Employer contribution / active EE | $5,398 | $2,219+143.3% | $3,008+79.4% | $2,597+107.9% |
| Participant deferral / active EE | $8,176 | $3,246+151.8% | $4,395+86.0% | $4,028+103.0% |
| Admin fee / account holder | $7,642 | $4,397+73.8% | $5,325+43.5% | $5,404+41.4% |