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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 | $92,646 | $133,981-30.9% | $112,249-17.5% | $134,532-31.1% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | -18.92% | 47.16%-66.1pp | 27.48%-46.4pp | 418.27%-437.2pp |
| Employer contribution / active EE | $8,754 | $4,040+116.7% | $3,636+140.7% | $4,741+84.6% |
| Participant deferral / active EE | $5,334 | $5,292+0.8% | $4,729+12.8% | $6,401-16.7% |
| Admin fee / account holder | $3,401 | $7,492-54.6% | $6,412-47.0% | $11,429-70.2% |