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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 | $92,960 | $133,983-30.6% | $112,244-17.2% | $134,493-30.9% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 81.2%+8.8pp |
| Annual return | -17.68% | 47.13%-64.8pp | 27.46%-45.1pp | 418.01%-435.7pp |
| Employer contribution / active EE | $8,197 | $4,039+103.0% | $3,635+125.5% | $4,740+72.9% |
| Participant deferral / active EE | $10,642 | $5,291+101.1% | $4,728+125.1% | $6,400+66.3% |
| Admin fee / account holder | $478 | $7,490-93.6% | $6,411-92.5% | $11,425-95.8% |