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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 | $21,947 | $133,981-83.6% | $112,249-80.4% | $134,532-83.7% |
| Participation rate | 82.4% | 78.6%+3.8pp | 75.1%+7.3pp | 81.2%+1.1pp |
| Annual return | -15.18% | 47.16%-62.3pp | 27.48%-42.7pp | 418.27%-433.4pp |
| Employer contribution / active EE | $5,139 | $4,040+27.2% | $3,636+41.3% | $4,741+8.4% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $7,275 | $7,492-2.9% | $6,412+13.5% | $11,429-36.3% |