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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 | $58,573 | $134,001-56.3% | $112,258-47.8% | $134,509-56.5% |
| Participation rate | 88.2% | 78.6%+9.7pp | 75.1%+13.2pp | 81.2%+7.0pp |
| Annual return | -17.20% | 47.15%-64.3pp | 27.47%-44.7pp | 418.13%-435.3pp |
| Employer contribution / active EE | $3,098 | $4,039-23.3% | $3,636-14.8% | $4,741-34.7% |
| Participant deferral / active EE | $7,850 | $5,291+48.4% | $4,728+66.0% | $6,400+22.6% |
| Admin fee / account holder | $526 | $7,491-93.0% | $6,411-91.8% | $11,427-95.4% |