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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 | $91,007 | $135,645-32.9% | $110,243-17.4% | $135,380-32.8% |
| Participation rate | 89.5% | 83.5%+6.0pp | 79.8%+9.7pp | 82.6%+6.8pp |
| Annual return | -4.61% | 513.24%-517.8pp | 314.76%-319.4pp | 519.81%-524.4pp |
| Employer contribution / active EE | $3,825 | $4,907-22.0% | $3,8270% | $4,779-20.0% |
| Participant deferral / active EE | $8,078 | $5,507+46.7% | $4,672+72.9% | $5,609+44.0% |
| Admin fee / account holder | $692 | $11,458-94.0% | $8,548-91.9% | $10,828-93.6% |