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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 | $59,291 | $138,102-57.1% | $125,381-52.7% | $134,532-55.9% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -17.96% | 750.73%-768.7pp | 572.31%-590.3pp | 418.27%-436.2pp |
| Employer contribution / active EE | $2,623 | $5,245-50.0% | $4,815-45.5% | $4,741-44.7% |
| Participant deferral / active EE | $7,583 | $7,801-2.8% | $7,448+1.8% | $6,401+18.5% |
| Admin fee / account holder | $1,211 | $11,568-89.5% | $10,007-87.9% | $11,429-89.4% |