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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 | $72,601 | $100,805-28.0% | $86,698-16.3% | $134,532-46.0% |
| Participation rate | 86.4% | 79.0%+7.4pp | 76.6%+9.8pp | 81.2%+5.1pp |
| Annual return | -12.02% | 29.09%-41.1pp | 35.95%-48.0pp | 418.27%-430.3pp |
| Employer contribution / active EE | $1,409 | $3,490-59.6% | $2,837-50.3% | $4,741-70.3% |
| Participant deferral / active EE | $4,681 | $5,339-12.3% | $4,656+0.5% | $6,401-26.9% |
| Admin fee / account holder | $3,027 | $10,925-72.3% | $7,493-59.6% | $11,429-73.5% |