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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 | $35,067 | $133,998-73.8% | $112,263-68.8% | $134,545-73.9% |
| Participation rate | 81.8% | 78.6%+3.3pp | 75.1%+6.8pp | 81.2%+0.6pp |
| Annual return | -6.42% | 47.17%-53.6pp | 27.49%-33.9pp | 418.37%-424.8pp |
| Employer contribution / active EE | $6,168 | $4,040+52.7% | $3,636+69.6% | $4,742+30.1% |
| Participant deferral / active EE | $4,252 | $5,292-19.7% | $4,729-10.1% | $6,401-33.6% |
| Admin fee / account holder | $461 | $7,493-93.8% | $6,410-92.8% | $11,431-96.0% |