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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 | $90,238 | $168,635-46.5% | $147,617-38.9% | $125,389-28.0% |
| Participation rate | 80.0% | 88.8%-8.8pp | 84.6%-4.6pp | 83.2%-3.2pp |
| Annual return | -3.58% | 77.65%-81.2pp | 61.98%-65.6pp | 282.24%-285.8pp |
| Employer contribution / active EE | $8,407 | $6,252+34.5% | $5,564+51.1% | $4,866+72.8% |
| Participant deferral / active EE | $10,100 | $5,507+83.4% | $4,895+106.3% | $5,352+88.7% |
| Admin fee / account holder | $703 | $13,580-94.8% | $11,612-93.9% | $9,541-92.6% |