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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 | $144,897 | $133,981+8.1% | $112,249+29.1% | $134,532+7.7% |
| Participation rate | 91.7% | 78.6%+13.1pp | 75.1%+16.6pp | 81.2%+10.4pp |
| Annual return | -18.34% | 47.16%-65.5pp | 27.48%-45.8pp | 418.27%-436.6pp |
| Employer contribution / active EE | $1,896 | $4,040-53.1% | $3,636-47.9% | $4,741-60.0% |
| Participant deferral / active EE | $3,978 | $5,292-24.8% | $4,729-15.9% | $6,401-37.9% |
| Admin fee / account holder | $3,786 | $7,492-49.5% | $6,412-41.0% | $11,429-66.9% |