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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 | $62,886 | $100,792-37.6% | $86,691-27.5% | $134,509-53.2% |
| Participation rate | 91.7% | 78.9%+12.7pp | 76.6%+15.1pp | 81.2%+10.4pp |
| Annual return | -8.68% | 29.08%-37.8pp | 35.94%-44.6pp | 418.13%-426.8pp |
| Employer contribution / active EE | $7,473 | $3,491+114.1% | $2,837+163.4% | $4,741+57.6% |
| Participant deferral / active EE | $6,341 | $5,339+18.8% | $4,656+36.2% | $6,400-0.9% |
| Admin fee / account holder | $3,764 | $10,924-65.5% | $7,492-49.8% | $11,427-67.1% |