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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 | $65,215 | $133,998-51.3% | $112,263-41.9% | $134,545-51.5% |
| Participation rate | 84.6% | 78.6%+6.1pp | 75.1%+9.6pp | 81.2%+3.4pp |
| Annual return | -18.86% | 47.17%-66.0pp | 27.49%-46.4pp | 418.37%-437.2pp |
| Employer contribution / active EE | $4,749 | $4,040+17.5% | $3,636+30.6% | $4,742+0.2% |
| Participant deferral / active EE | $7,796 | $5,292+47.3% | $4,729+64.9% | $6,401+21.8% |
| Admin fee / account holder | $15,161 | $7,493+102.3% | $6,410+136.5% | $11,431+32.6% |