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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 | $49,461 | $133,998-63.1% | $112,263-55.9% | $134,545-63.2% |
| Participation rate | 90.9% | 78.6%+12.4pp | 75.1%+15.8pp | 81.2%+9.7pp |
| Annual return | -8.16% | 47.17%-55.3pp | 27.49%-35.7pp | 418.37%-426.5pp |
| Employer contribution / active EE | $3,867 | $4,040-4.3% | $3,636+6.4% | $4,742-18.4% |
| Participant deferral / active EE | $2,405 | $5,292-54.6% | $4,729-49.1% | $6,401-62.4% |
| Admin fee / account holder | $475 | $7,493-93.7% | $6,410-92.6% | $11,431-95.8% |