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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 | $145,728 | $129,959+12.1% | $104,301+39.7% | $134,532+8.3% |
| Participation rate | 90.9% | 79.5%+11.4pp | 73.3%+17.6pp | 81.2%+9.7pp |
| Annual return | -12.04% | 42.04%-54.1pp | 24.61%-36.7pp | 418.27%-430.3pp |
| Employer contribution / active EE | $1,517 | $4,185-63.8% | $3,373-55.0% | $4,741-68.0% |
| Participant deferral / active EE | $5,016 | $5,589-10.3% | $4,626+8.4% | $6,401-21.6% |
| Admin fee / account holder | $13,005 | $9,325+39.5% | $7,340+77.2% | $11,429+13.8% |