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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 | $52,690 | $190,916-72.4% | $160,037-67.1% | $134,545-60.8% |
| Participation rate | 91.3% | 82.0%+9.3pp | 78.0%+13.3pp | 81.2%+10.1pp |
| Annual return | -19.78% | 552.79%-572.6pp | 408.95%-428.7pp | 418.37%-438.2pp |
| Employer contribution / active EE | $5,076 | $4,996+1.6% | $4,226+20.1% | $4,742+7.0% |
| Participant deferral / active EE | $7,644 | $6,925+10.4% | $6,184+23.6% | $6,401+19.4% |
| Admin fee / account holder | $1,152 | $10,497-89.0% | $8,716-86.8% | $11,431-89.9% |