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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 | $104,879 | $133,998-21.7% | $112,263-6.6% | $134,545-22.0% |
| Participation rate | 95.7% | 78.6%+17.1pp | 75.1%+20.6pp | 81.2%+14.4pp |
| Annual return | -8.83% | 47.17%-56.0pp | 27.49%-36.3pp | 418.37%-427.2pp |
| Employer contribution / active EE | $6,606 | $4,040+63.5% | $3,636+81.7% | $4,742+39.3% |
| Participant deferral / active EE | $5,953 | $5,292+12.5% | $4,729+25.9% | $6,401-7.0% |
| Admin fee / account holder | $1,566 | $7,493-79.1% | $6,410-75.6% | $11,431-86.3% |