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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 | $61,832 | $133,998-53.9% | $112,263-44.9% | $134,545-54.0% |
| Participation rate | 95.7% | 78.6%+17.1pp | 75.1%+20.6pp | 81.2%+14.4pp |
| Annual return | -18.82% | 47.17%-66.0pp | 27.49%-46.3pp | 418.37%-437.2pp |
| Employer contribution / active EE | $9,633 | $4,040+138.4% | $3,636+164.9% | $4,742+103.2% |
| Participant deferral / active EE | $6,290 | $5,292+18.9% | $4,729+33.0% | $6,401-1.7% |
| Admin fee / account holder | $4,299 | $7,493-42.6% | $6,410-32.9% | $11,431-62.4% |