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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 | $139,558 | $197,819-29.5% | $155,789-10.4% | $125,389+11.3% |
| Participation rate | 92.9% | 82.1%+10.8pp | 76.1%+16.8pp | 83.2%+9.7pp |
| Annual return | -1.00% | 86.73%-87.7pp | 71.54%-72.5pp | 282.24%-283.2pp |
| Employer contribution / active EE | $2,652 | $4,850-45.3% | $3,839-30.9% | $4,866-45.5% |
| Participant deferral / active EE | $7,848 | $5,631+39.4% | $4,798+63.6% | $5,352+46.7% |
| Admin fee / account holder | $48,728 | $9,544+410.6% | $7,477+551.7% | $9,541+410.7% |