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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 | $33,378 | $133,998-75.1% | $112,263-70.3% | $134,545-75.2% |
| Participation rate | 94.1% | 78.6%+15.6pp | 75.1%+19.1pp | 81.2%+12.9pp |
| Annual return | -14.35% | 47.17%-61.5pp | 27.49%-41.8pp | 418.37%-432.7pp |
| Employer contribution / active EE | $4,728 | $4,040+17.0% | $3,636+30.0% | $4,742-0.3% |
| Participant deferral / active EE | $5,190 | $5,292-1.9% | $4,729+9.7% | $6,401-18.9% |
| Admin fee / account holder | $8,886 | $7,493+18.6% | $6,410+38.6% | $11,431-22.3% |