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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 | $90,209 | $190,916-52.7% | $160,037-43.6% | $134,545-33.0% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.0%+14.3pp | 81.2%+11.1pp |
| Annual return | -18.82% | 552.79%-571.6pp | 408.95%-427.8pp | 418.37%-437.2pp |
| Employer contribution / active EE | $3,380 | $4,996-32.3% | $4,226-20.0% | $4,742-28.7% |
| Participant deferral / active EE | $6,595 | $6,925-4.8% | $6,184+6.7% | $6,401+3.0% |
| Admin fee / account holder | $1,458 | $10,497-86.1% | $8,716-83.3% | $11,431-87.2% |