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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 | $91,184 | $53,546+70.3% | $69,884+30.5% | $68,486+33.1% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -12.54% | -13.87%+1.3pp | 190.81%-203.4pp | -7.85%-4.7pp |
| Employer contribution / active EE | $5,634 | $2,019+179.1% | $2,560+120.1% | $2,597+117.0% |
| Participant deferral / active EE | $4,394 | $2,957+48.6% | $3,848+14.2% | $4,028+9.1% |
| Admin fee / account holder | $7,572 | $4,693+61.4% | $6,266+20.8% | $5,404+40.1% |