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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 | $76,155 | $100,811-24.5% | $86,698-12.2% | $134,545-43.4% |
| Participation rate | 93.3% | 79.0%+14.4pp | 76.6%+16.7pp | 81.2%+12.1pp |
| Annual return | -15.59% | 29.11%-44.7pp | 35.96%-51.6pp | 418.37%-434.0pp |
| Employer contribution / active EE | $4,499 | $3,490+28.9% | $2,837+58.6% | $4,742-5.1% |
| Participant deferral / active EE | $10,050 | $5,339+88.2% | $4,656+115.8% | $6,401+57.0% |
| Admin fee / account holder | $10,871 | $10,926-0.5% | $7,492+45.1% | $11,431-4.9% |