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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 | $84,270 | $133,998-37.1% | $112,263-24.9% | $134,545-37.4% |
| Participation rate | 88.2% | 78.6%+9.7pp | 75.1%+13.2pp | 81.2%+7.0pp |
| Annual return | -18.44% | 47.17%-65.6pp | 27.49%-45.9pp | 418.37%-436.8pp |
| Employer contribution / active EE | $5,680 | $4,040+40.6% | $3,636+56.2% | $4,742+19.8% |
| Participant deferral / active EE | $4,633 | $5,292-12.5% | $4,729-2.0% | $6,401-27.6% |
| Admin fee / account holder | $6,964 | $7,493-7.1% | $6,410+8.6% | $11,431-39.1% |