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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 | $94,138 | $133,998-29.7% | $112,263-16.1% | $134,545-30.0% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | -18.93% | 47.17%-66.1pp | 27.49%-46.4pp | 418.37%-437.3pp |
| Employer contribution / active EE | $9,578 | $4,040+137.1% | $3,636+163.4% | $4,742+102.0% |
| Participant deferral / active EE | $5,894 | $5,292+11.4% | $4,729+24.6% | $6,401-7.9% |
| Admin fee / account holder | $1,046 | $7,493-86.0% | $6,410-83.7% | $11,431-90.9% |