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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 | $83,579 | $190,879-56.2% | $160,009-47.8% | $134,532-37.9% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.0%+13.7pp | 81.2%+10.4pp |
| Annual return | -15.62% | 552.63%-568.3pp | 408.85%-424.5pp | 418.27%-433.9pp |
| Employer contribution / active EE | $4,102 | $4,995-17.9% | $4,225-2.9% | $4,741-13.5% |
| Participant deferral / active EE | $2,990 | $6,924-56.8% | $6,183-51.6% | $6,401-53.3% |
| Admin fee / account holder | $559 | $10,495-94.7% | $8,715-93.6% | $11,429-95.1% |