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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 | $169,780 | $134,001+26.7% | $112,258+51.2% | $134,509+26.2% |
| Participation rate | 91.7% | 78.6%+13.1pp | 75.1%+16.6pp | 81.2%+10.4pp |
| Annual return | -12.48% | 47.15%-59.6pp | 27.47%-40.0pp | 418.13%-430.6pp |
| Employer contribution / active EE | $3,329 | $4,039-17.6% | $3,636-8.4% | $4,741-29.8% |
| Participant deferral / active EE | $8,019 | $5,291+51.6% | $4,728+69.6% | $6,400+25.3% |
| Admin fee / account holder | $728 | $7,491-90.3% | $6,411-88.6% | $11,427-93.6% |