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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 | $34,576 | $190,879-81.9% | $160,009-78.4% | $134,532-74.3% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.0%+13.7pp | 81.2%+10.4pp |
| Annual return | -14.74% | 552.63%-567.4pp | 408.85%-423.6pp | 418.27%-433.0pp |
| Employer contribution / active EE | $3,723 | $4,995-25.5% | $4,225-11.9% | $4,741-21.5% |
| Participant deferral / active EE | $7,799 | $6,924+12.6% | $6,183+26.1% | $6,401+21.8% |
| Admin fee / account holder | $575 | $10,495-94.5% | $8,715-93.4% | $11,429-95.0% |