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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 | $56,828 | $95,979-40.8% | $74,551-23.8% | $135,380-58.0% |
| Participation rate | 92.3% | 75.7%+16.7pp | 69.1%+23.2pp | 82.6%+9.7pp |
| Annual return | -7.79% | 56.97%-64.8pp | 32.53%-40.3pp | 519.81%-527.6pp |
| Employer contribution / active EE | $5,236 | $2,716+92.8% | $1,961+167.0% | $4,779+9.6% |
| Participant deferral / active EE | $3,599 | $3,844-6.4% | $3,108+15.8% | $5,609-35.8% |
| Admin fee / account holder | $460 | $6,522-92.9% | $5,059-90.9% | $10,828-95.8% |