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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 | $83,076 | $133,981-38.0% | $112,249-26.0% | $134,532-38.2% |
| Participation rate | 81.8% | 78.6%+3.3pp | 75.1%+6.8pp | 81.2%+0.6pp |
| Annual return | -3.70% | 47.16%-50.9pp | 27.48%-31.2pp | 418.27%-422.0pp |
| Employer contribution / active EE | $6,176 | $4,040+52.9% | $3,636+69.8% | $4,741+30.3% |
| Participant deferral / active EE | $4,813 | $5,292-9.0% | $4,729+1.8% | $6,401-24.8% |
| Admin fee / account holder | $8,400 | $7,492+12.1% | $6,412+31.0% | $11,429-26.5% |