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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 | $66,892 | $133,998-50.1% | $112,263-40.4% | $134,545-50.3% |
| Participation rate | 94.7% | 78.6%+16.2pp | 75.1%+19.7pp | 81.2%+13.5pp |
| Annual return | -8.31% | 47.17%-55.5pp | 27.49%-35.8pp | 418.37%-426.7pp |
| Employer contribution / active EE | $10,240 | $4,040+153.5% | $3,636+181.6% | $4,742+116.0% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,782 | $7,493-49.5% | $6,410-41.0% | $11,431-66.9% |