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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 | $127,147 | $190,879-33.4% | $160,009-20.5% | $134,532-5.5% |
| Participation rate | 94.4% | 82.0%+12.5pp | 78.0%+16.5pp | 81.2%+13.2pp |
| Annual return | -17.87% | 552.63%-570.5pp | 408.85%-426.7pp | 418.27%-436.1pp |
| Employer contribution / active EE | $3,823 | $4,995-23.5% | $4,225-9.5% | $4,741-19.4% |
| Participant deferral / active EE | $4,260 | $6,924-38.5% | $6,183-31.1% | $6,401-33.5% |
| Admin fee / account holder | $2,935 | $10,495-72.0% | $8,715-66.3% | $11,429-74.3% |