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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 | $85,184 | $190,916-55.4% | $160,037-46.8% | $134,545-36.7% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.0%+12.0pp | 81.2%+8.8pp |
| Annual return | -14.42% | 552.79%-567.2pp | 408.95%-423.4pp | 418.37%-432.8pp |
| Employer contribution / active EE | $3,146 | $4,996-37.0% | $4,226-25.6% | $4,742-33.7% |
| Participant deferral / active EE | $7,598 | $6,925+9.7% | $6,184+22.9% | $6,401+18.7% |
| Admin fee / account holder | $902 | $10,497-91.4% | $8,716-89.7% | $11,431-92.1% |