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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 | $93,654 | $54,370+72.3% | $82,763+13.2% | $68,490+36.7% |
| Participation rate | 98.8% | 63.9%+34.9pp | 72.6%+26.2pp | 67.9%+30.9pp |
| Annual return | -15.98% | -13.67%-2.3pp | 702.45%-718.4pp | -7.85%-8.1pp |
| Employer contribution / active EE | $2,028 | $2,219-8.6% | $3,008-32.6% | $2,597-21.9% |
| Participant deferral / active EE | $6,906 | $3,247+112.7% | $4,395+57.1% | $4,028+71.5% |
| Admin fee / account holder | $748 | $4,398-83.0% | $5,325-86.0% | $5,403-86.2% |