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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 | $82,566 | $133,981-38.4% | $112,249-26.4% | $134,532-38.6% |
| Participation rate | 95.0% | 78.6%+16.4pp | 75.1%+19.9pp | 81.2%+13.8pp |
| Annual return | -15.27% | 47.16%-62.4pp | 27.48%-42.7pp | 418.27%-433.5pp |
| Employer contribution / active EE | $19,525 | $4,040+383.3% | $3,636+437.0% | $4,741+311.8% |
| Participant deferral / active EE | $3,931 | $5,292-25.7% | $4,729-16.9% | $6,401-38.6% |
| Admin fee / account holder | $2,676 | $7,492-64.3% | $6,412-58.3% | $11,429-76.6% |