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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 | $113,795 | $152,597-25.4% | $117,533-3.2% | $134,532-15.4% |
| Participation rate | 87.5% | 77.1%+10.4pp | 70.6%+16.9pp | 81.2%+6.3pp |
| Annual return | -17.65% | 53.04%-70.7pp | 29.77%-47.4pp | 418.27%-435.9pp |
| Employer contribution / active EE | $3,356 | $5,576-39.8% | $4,179-19.7% | $4,741-29.2% |
| Participant deferral / active EE | $5,337 | $4,821+10.7% | $4,072+31.1% | $6,401-16.6% |
| Admin fee / account holder | $880 | $7,007-87.4% | $5,647-84.4% | $11,429-92.3% |