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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 | $59,038 | $152,542-61.3% | $117,498-49.8% | $134,509-56.1% |
| Participation rate | 92.9% | 77.1%+15.8pp | 70.6%+22.3pp | 81.2%+11.6pp |
| Annual return | -8.51% | 53.02%-61.5pp | 29.75%-38.3pp | 418.13%-426.6pp |
| Employer contribution / active EE | $2,362 | $5,574-57.6% | $4,178-43.5% | $4,741-50.2% |
| Participant deferral / active EE | $4,808 | $4,819-0.2% | $4,071+18.1% | $6,400-24.9% |
| Admin fee / account holder | $2,092 | $7,006-70.1% | $5,646-63.0% | $11,427-81.7% |