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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 | $146,769 | $100,811+45.6% | $86,698+69.3% | $134,545+9.1% |
| Participation rate | 94.4% | 79.0%+15.5pp | 76.6%+17.9pp | 81.2%+13.2pp |
| Annual return | -19.28% | 29.11%-48.4pp | 35.96%-55.2pp | 418.37%-437.6pp |
| Employer contribution / active EE | $2,838 | $3,490-18.7% | $2,8370% | $4,742-40.1% |
| Participant deferral / active EE | $8,219 | $5,339+53.9% | $4,656+76.5% | $6,401+28.4% |
| Admin fee / account holder | $674 | $10,926-93.8% | $7,492-91.0% | $11,431-94.1% |