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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 | $150,969 | $152,597-1.1% | $117,533+28.4% | $134,532+12.2% |
| Participation rate | 83.3% | 77.1%+6.2pp | 70.6%+12.7pp | 81.2%+2.1pp |
| Annual return | -19.08% | 53.04%-72.1pp | 29.77%-48.9pp | 418.27%-437.3pp |
| Employer contribution / active EE | $3,403 | $5,576-39.0% | $4,179-18.6% | $4,741-28.2% |
| Participant deferral / active EE | $9,042 | $4,821+87.6% | $4,072+122.0% | $6,401+41.3% |
| Admin fee / account holder | $928 | $7,007-86.8% | $5,647-83.6% | $11,429-91.9% |