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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 | $95,838 | $92,743+3.3% | $82,744+15.8% | $134,532-28.8% |
| Participation rate | 94.4% | 75.2%+19.2pp | 72.6%+21.9pp | 81.2%+13.2pp |
| Annual return | -6.80% | 946.63%-953.4pp | 702.22%-709.0pp | 418.27%-425.1pp |
| Employer contribution / active EE | $4,648 | $3,273+42.0% | $3,008+54.5% | $4,741-2.0% |
| Participant deferral / active EE | $10,129 | $4,802+111.0% | $4,395+130.5% | $6,401+58.2% |
| Admin fee / account holder | $2,924 | $5,977-51.1% | $5,325-45.1% | $11,429-74.4% |