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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 | $44,261 | $190,879-76.8% | $160,009-72.3% | $134,532-67.1% |
| Participation rate | 95.2% | 82.0%+13.3pp | 78.0%+17.3pp | 81.2%+14.0pp |
| Annual return | -17.41% | 552.63%-570.0pp | 408.85%-426.3pp | 418.27%-435.7pp |
| Employer contribution / active EE | $7,274 | $4,995+45.6% | $4,225+72.2% | $4,741+53.4% |
| Participant deferral / active EE | $1,765 | $6,924-74.5% | $6,183-71.5% | $6,401-72.4% |
| Admin fee / account holder | $9,063 | $10,495-13.6% | $8,715+4.0% | $11,429-20.7% |