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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 | $73,893 | $129,959-43.1% | $104,301-29.2% | $134,532-45.1% |
| Participation rate | 93.8% | 79.5%+14.2pp | 73.3%+20.5pp | 81.2%+12.5pp |
| Annual return | -16.81% | 42.04%-58.9pp | 24.61%-41.4pp | 418.27%-435.1pp |
| Employer contribution / active EE | $3,004 | $4,185-28.2% | $3,373-10.9% | $4,741-36.6% |
| Participant deferral / active EE | $9,602 | $5,589+71.8% | $4,626+107.6% | $6,401+50.0% |
| Admin fee / account holder | $9,757 | $9,325+4.6% | $7,340+32.9% | $11,429-14.6% |