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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 | $49,692 | $133,981-62.9% | $112,249-55.7% | $134,532-63.1% |
| Participation rate | 92.9% | 78.6%+14.3pp | 75.1%+17.8pp | 81.2%+11.6pp |
| Annual return | -16.98% | 47.16%-64.1pp | 27.48%-44.5pp | 418.27%-435.2pp |
| Employer contribution / active EE | $9,883 | $4,040+144.6% | $3,636+171.8% | $4,741+108.5% |
| Participant deferral / active EE | $8,039 | $5,292+51.9% | $4,729+70.0% | $6,401+25.6% |
| Admin fee / account holder | $576 | $7,492-92.3% | $6,412-91.0% | $11,429-95.0% |