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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 | $105,350 | $190,879-44.8% | $160,009-34.2% | $134,532-21.7% |
| Participation rate | 84.2% | 82.0%+2.2pp | 78.0%+6.2pp | 81.2%+3.0pp |
| Annual return | -19.76% | 552.63%-572.4pp | 408.85%-428.6pp | 418.27%-438.0pp |
| Employer contribution / active EE | $8,890 | $4,995+78.0% | $4,225+110.4% | $4,741+87.5% |
| Participant deferral / active EE | $7,801 | $6,924+12.7% | $6,183+26.2% | $6,401+21.9% |
| Admin fee / account holder | $520 | $10,495-95.0% | $8,715-94.0% | $11,429-95.5% |