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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 | $101,760 | $133,981-24.0% | $112,249-9.3% | $134,532-24.4% |
| Participation rate | 93.3% | 78.6%+14.8pp | 75.1%+18.3pp | 81.2%+12.1pp |
| Annual return | -15.89% | 47.16%-63.0pp | 27.48%-43.4pp | 418.27%-434.2pp |
| Employer contribution / active EE | $3,359 | $4,040-16.9% | $3,636-7.6% | $4,741-29.2% |
| Participant deferral / active EE | $9,374 | $5,292+77.1% | $4,729+98.2% | $6,401+46.5% |
| Admin fee / account holder | $1,343 | $7,492-82.1% | $6,412-79.1% | $11,429-88.2% |