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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 | $94,126 | $95,979-1.9% | $74,551+26.3% | $135,380-30.5% |
| Participation rate | 92.9% | 75.7%+17.2pp | 69.1%+23.7pp | 82.6%+10.2pp |
| Annual return | -7.43% | 56.97%-64.4pp | 32.53%-40.0pp | 519.81%-527.2pp |
| Employer contribution / active EE | $8,285 | $2,716+205.0% | $1,961+322.5% | $4,779+73.4% |
| Participant deferral / active EE | $3,693 | $3,844-3.9% | $3,108+18.8% | $5,609-34.2% |
| Admin fee / account holder | $992 | $6,522-84.8% | $5,059-80.4% | $10,828-90.8% |