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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 | $48,694 | $190,879-74.5% | $160,009-69.6% | $134,532-63.8% |
| Participation rate | 94.1% | 82.0%+12.2pp | 78.0%+16.1pp | 81.2%+12.9pp |
| Annual return | -18.57% | 552.63%-571.2pp | 408.85%-427.4pp | 418.27%-436.8pp |
| Employer contribution / active EE | $2,469 | $4,995-50.6% | $4,225-41.6% | $4,741-47.9% |
| Participant deferral / active EE | $9,641 | $6,924+39.2% | $6,183+55.9% | $6,401+50.6% |
| Admin fee / account holder | $469 | $10,495-95.5% | $8,715-94.6% | $11,429-95.9% |