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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 | $61,445 | $95,979-36.0% | $74,551-17.6% | $135,380-54.6% |
| Participation rate | 83.3% | 75.7%+7.7pp | 69.1%+14.2pp | 82.6%+0.7pp |
| Annual return | -7.63% | 56.97%-64.6pp | 32.53%-40.2pp | 519.81%-527.4pp |
| Employer contribution / active EE | $3,291 | $2,716+21.2% | $1,961+67.8% | $4,779-31.1% |
| Participant deferral / active EE | $8,252 | $3,844+114.7% | $3,108+165.5% | $5,609+47.1% |
| Admin fee / account holder | $571 | $6,522-91.2% | $5,059-88.7% | $10,828-94.7% |