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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 | $77,021 | $100,811-23.6% | $86,698-11.2% | $134,545-42.8% |
| Participation rate | 94.7% | 79.0%+15.8pp | 76.6%+18.1pp | 81.2%+13.5pp |
| Annual return | -5.36% | 29.11%-34.5pp | 35.96%-41.3pp | 418.37%-423.7pp |
| Employer contribution / active EE | $5,767 | $3,490+65.2% | $2,837+103.3% | $4,742+21.6% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $11,877 | $10,926+8.7% | $7,492+58.5% | $11,431+3.9% |