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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 | $94,514 | $152,591-38.1% | $117,529-19.6% | $134,545-29.8% |
| Participation rate | 83.3% | 77.1%+6.2pp | 70.6%+12.7pp | 81.2%+2.1pp |
| Annual return | -11.10% | 53.04%-64.1pp | 29.77%-40.9pp | 418.37%-429.5pp |
| Employer contribution / active EE | $1,876 | $5,576-66.4% | $4,179-55.1% | $4,742-60.4% |
| Participant deferral / active EE | $4,420 | $4,821-8.3% | $4,072+8.5% | $6,401-31.0% |
| Admin fee / account holder | $2,021 | $7,004-71.1% | $5,645-64.2% | $11,431-82.3% |