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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 | $90,127 | $100,811-10.6% | $86,698+4.0% | $134,545-33.0% |
| Participation rate | 91.7% | 79.0%+12.7pp | 76.6%+15.1pp | 81.2%+10.4pp |
| Annual return | -2.58% | 29.11%-31.7pp | 35.96%-38.5pp | 418.37%-420.9pp |
| Employer contribution / active EE | $7,081 | $3,490+102.9% | $2,837+149.6% | $4,742+49.3% |
| Participant deferral / active EE | $18,208 | $5,339+241.0% | $4,656+291.0% | $6,401+184.4% |
| Admin fee / account holder | $1,418 | $10,926-87.0% | $7,492-81.1% | $11,431-87.6% |