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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 | $49,827 | $133,998-62.8% | $112,263-55.6% | $134,545-63.0% |
| Participation rate | 94.4% | 78.6%+15.9pp | 75.1%+19.4pp | 81.2%+13.2pp |
| Annual return | -17.91% | 47.17%-65.1pp | 27.49%-45.4pp | 418.37%-436.3pp |
| Employer contribution / active EE | $4,099 | $4,040+1.4% | $3,636+12.7% | $4,742-13.6% |
| Participant deferral / active EE | $7,135 | $5,292+34.8% | $4,729+50.9% | $6,401+11.5% |
| Admin fee / account holder | $588 | $7,493-92.2% | $6,410-90.8% | $11,431-94.9% |