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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 | $83,501 | $133,983-37.7% | $112,244-25.6% | $134,493-37.9% |
| Participation rate | 94.1% | 78.6%+15.6pp | 75.1%+19.1pp | 81.2%+12.9pp |
| Annual return | -14.83% | 47.13%-62.0pp | 27.46%-42.3pp | 418.01%-432.8pp |
| Employer contribution / active EE | $7,353 | $4,039+82.1% | $3,635+102.3% | $4,740+55.1% |
| Participant deferral / active EE | $1,793 | $5,291-66.1% | $4,728-62.1% | $6,400-72.0% |
| Admin fee / account holder | $895 | $7,490-88.0% | $6,411-86.0% | $11,425-92.2% |