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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 | $51,171 | $133,998-61.8% | $112,263-54.4% | $134,545-62.0% |
| Participation rate | 95.7% | 78.6%+17.1pp | 75.1%+20.6pp | 81.2%+14.4pp |
| Annual return | -14.67% | 47.17%-61.8pp | 27.49%-42.2pp | 418.37%-433.0pp |
| Employer contribution / active EE | $9,532 | $4,040+135.9% | $3,636+162.1% | $4,742+101.0% |
| Participant deferral / active EE | $8,059 | $5,292+52.3% | $4,729+70.4% | $6,401+25.9% |
| Admin fee / account holder | $1,009 | $7,493-86.5% | $6,410-84.3% | $11,431-91.2% |