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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 | $94,801 | $93,098+1.8% | $77,081+23.0% | $134,509-29.5% |
| Participation rate | 88.9% | 74.5%+14.4pp | 67.9%+21.0pp | 81.2%+7.7pp |
| Annual return | -20.37% | 62.63%-83.0pp | 42.33%-62.7pp | 418.13%-438.5pp |
| Employer contribution / active EE | $7,079 | $3,419+107.0% | $2,813+151.6% | $4,741+49.3% |
| Participant deferral / active EE | $10,802 | $5,239+106.2% | $4,428+143.9% | $6,400+68.8% |
| Admin fee / account holder | $945 | $6,945-86.4% | $5,427-82.6% | $11,427-91.7% |