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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 | $86,402 | $133,981-35.5% | $112,249-23.0% | $134,532-35.8% |
| Participation rate | 90.9% | 78.6%+12.4pp | 75.1%+15.8pp | 81.2%+9.7pp |
| Annual return | -13.94% | 47.16%-61.1pp | 27.48%-41.4pp | 418.27%-432.2pp |
| Employer contribution / active EE | $2,549 | $4,040-36.9% | $3,636-29.9% | $4,741-46.2% |
| Participant deferral / active EE | $4,553 | $5,292-14.0% | $4,729-3.7% | $6,401-28.9% |
| Admin fee / account holder | $1,189 | $7,492-84.1% | $6,412-81.5% | $11,429-89.6% |