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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 | $70,598 | $95,975-26.4% | $74,549-5.3% | $135,379-47.9% |
| Participation rate | 94.7% | 75.7%+19.1pp | 69.1%+25.6pp | 82.6%+12.1pp |
| Annual return | -6.09% | 56.96%-63.1pp | 32.53%-38.6pp | 519.79%-525.9pp |
| Employer contribution / active EE | $3,292 | $2,716+21.2% | $1,961+67.9% | $4,779-31.1% |
| Participant deferral / active EE | $8,341 | $3,844+117.0% | $3,108+168.4% | $5,609+48.7% |
| Admin fee / account holder | $611 | $6,522-90.6% | $5,059-87.9% | $10,828-94.4% |