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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 | $122,950 | $95,979+28.1% | $74,551+64.9% | $135,380-9.2% |
| Participation rate | 93.8% | 75.7%+18.1pp | 69.1%+24.6pp | 82.6%+11.1pp |
| Annual return | -6.07% | 56.97%-63.0pp | 32.53%-38.6pp | 519.81%-525.9pp |
| Employer contribution / active EE | $352 | $2,716-87.0% | $1,961-82.0% | $4,779-92.6% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $8,724 | $6,522+33.8% | $5,059+72.4% | $10,828-19.4% |