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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 | $84,231 | $53,546+57.3% | $69,884+20.5% | $68,486+23.0% |
| Participation rate | 96.4% | 64.5%+31.9pp | 70.5%+26.0pp | 67.9%+28.5pp |
| Annual return | -14.53% | -13.87%-0.7pp | 190.81%-205.3pp | -7.85%-6.7pp |
| Employer contribution / active EE | $5,092 | $2,019+152.2% | $2,560+98.9% | $2,597+96.1% |
| Participant deferral / active EE | $7,801 | $2,957+163.8% | $3,848+102.7% | $4,028+93.7% |
| Admin fee / account holder | $13,986 | $4,693+198.0% | $6,266+123.2% | $5,404+158.8% |