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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 | $29,508 | $100,811-70.7% | $86,698-66.0% | $134,545-78.1% |
| Participation rate | 94.1% | 79.0%+15.2pp | 76.6%+17.5pp | 81.2%+12.9pp |
| Annual return | -16.93% | 29.11%-46.0pp | 35.96%-52.9pp | 418.37%-435.3pp |
| Employer contribution / active EE | $2,651 | $3,490-24.1% | $2,837-6.6% | $4,742-44.1% |
| Participant deferral / active EE | $4,092 | $5,339-23.4% | $4,656-12.1% | $6,401-36.1% |
| Admin fee / account holder | $793 | $10,926-92.7% | $7,492-89.4% | $11,431-93.1% |