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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 | $72,291 | $190,879-62.1% | $160,009-54.8% | $134,532-46.3% |
| Participation rate | 92.9% | 82.0%+10.9pp | 78.0%+14.9pp | 81.2%+11.6pp |
| Annual return | -15.51% | 552.63%-568.1pp | 408.85%-424.4pp | 418.27%-433.8pp |
| Employer contribution / active EE | $6,141 | $4,995+22.9% | $4,225+45.3% | $4,741+29.5% |
| Participant deferral / active EE | $7,341 | $6,924+6.0% | $6,183+18.7% | $6,401+14.7% |
| Admin fee / account holder | $4,094 | $10,495-61.0% | $8,715-53.0% | $11,429-64.2% |