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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 | $73,603 | $147,727-50.2% | $115,756-36.4% | $134,532-45.3% |
| Participation rate | 95.5% | 80.4%+15.0pp | 77.1%+18.4pp | 81.2%+14.2pp |
| Annual return | -18.97% | 73.96%-92.9pp | 143.14%-162.1pp | 418.27%-437.2pp |
| Employer contribution / active EE | $759 | $4,713-83.9% | $3,793-80.0% | $4,741-84.0% |
| Participant deferral / active EE | $16,516 | $7,563+118.4% | $6,254+164.1% | $6,401+158.0% |
| Admin fee / account holder | $7,164 | $14,571-50.8% | $8,124-11.8% | $11,429-37.3% |