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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 | $97,359 | $133,981-27.3% | $112,249-13.3% | $134,532-27.6% |
| Participation rate | 94.4% | 78.6%+15.9pp | 75.1%+19.4pp | 81.2%+13.2pp |
| Annual return | -18.50% | 47.16%-65.7pp | 27.48%-46.0pp | 418.27%-436.8pp |
| Employer contribution / active EE | $5,588 | $4,040+38.3% | $3,636+53.7% | $4,741+17.9% |
| Participant deferral / active EE | $12,944 | $5,292+144.6% | $4,729+173.7% | $6,401+102.2% |
| Admin fee / account holder | $2,041 | $7,492-72.8% | $6,412-68.2% | $11,429-82.1% |