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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 | $65,004 | $133,981-51.5% | $112,249-42.1% | $134,532-51.7% |
| Participation rate | 92.3% | 78.6%+13.7pp | 75.1%+17.2pp | 81.2%+11.1pp |
| Annual return | -15.60% | 47.16%-62.8pp | 27.48%-43.1pp | 418.27%-433.9pp |
| Employer contribution / active EE | $3,818 | $4,040-5.5% | $3,636+5.0% | $4,741-19.5% |
| Participant deferral / active EE | $6,704 | $5,292+26.7% | $4,729+41.8% | $6,401+4.7% |
| Admin fee / account holder | $164,436 | $7,492+2094.9% | $6,412+2464.4% | $11,429+1338.8% |