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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 | $63,924 | $105,867-39.6% | $90,760-29.6% | $134,532-52.5% |
| Participation rate | 89.5% | 78.3%+11.2pp | 75.7%+13.8pp | 81.2%+8.2pp |
| Annual return | -15.81% | -10.99%-4.8pp | -12.16%-3.7pp | 418.27%-434.1pp |
| Employer contribution / active EE | $1,113 | $3,464-67.9% | $2,922-61.9% | $4,741-76.5% |
| Participant deferral / active EE | $3,125 | $5,217-40.1% | $4,565-31.5% | $6,401-51.2% |
| Admin fee / account holder | $18,177 | $13,936+30.4% | $8,444+115.3% | $11,429+59.1% |