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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 | $108,162 | $133,981-19.3% | $112,249-3.6% | $134,532-19.6% |
| Participation rate | 91.3% | 78.6%+12.7pp | 75.1%+16.2pp | 81.2%+10.1pp |
| Annual return | -13.83% | 47.16%-61.0pp | 27.48%-41.3pp | 418.27%-432.1pp |
| Employer contribution / active EE | $1,899 | $4,040-53.0% | $3,636-47.8% | $4,741-59.9% |
| Participant deferral / active EE | $4,153 | $5,292-21.5% | $4,729-12.2% | $6,401-35.1% |
| Admin fee / account holder | $1,984 | $7,492-73.5% | $6,412-69.1% | $11,429-82.6% |