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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 | $75,165 | $133,998-43.9% | $112,263-33.0% | $134,545-44.1% |
| Participation rate | 94.7% | 78.6%+16.2pp | 75.1%+19.7pp | 81.2%+13.5pp |
| Annual return | -17.88% | 47.17%-65.1pp | 27.49%-45.4pp | 418.37%-436.2pp |
| Employer contribution / active EE | $3,270 | $4,040-19.1% | $3,636-10.1% | $4,742-31.0% |
| Participant deferral / active EE | $5,458 | $5,292+3.1% | $4,729+15.4% | $6,401-14.7% |
| Admin fee / account holder | $634 | $7,493-91.5% | $6,410-90.1% | $11,431-94.5% |