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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 | $37,124 | $133,981-72.3% | $112,249-66.9% | $134,532-72.4% |
| Participation rate | 87.0% | 78.6%+8.4pp | 75.1%+11.9pp | 81.2%+5.7pp |
| Annual return | -19.80% | 47.16%-67.0pp | 27.48%-47.3pp | 418.27%-438.1pp |
| Employer contribution / active EE | $11,319 | $4,040+180.2% | $3,636+211.3% | $4,741+138.8% |
| Participant deferral / active EE | $3,735 | $5,292-29.4% | $4,729-21.0% | $6,401-41.7% |
| Admin fee / account holder | $1,426 | $7,492-81.0% | $6,412-77.8% | $11,429-87.5% |