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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 | $70,146 | $134,001-47.7% | $112,258-37.5% | $134,509-47.9% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 81.2%+8.8pp |
| Annual return | -18.13% | 47.15%-65.3pp | 27.47%-45.6pp | 418.13%-436.3pp |
| Employer contribution / active EE | $1,581 | $4,039-60.9% | $3,636-56.5% | $4,741-66.7% |
| Participant deferral / active EE | $2,478 | $5,291-53.2% | $4,728-47.6% | $6,400-61.3% |
| Admin fee / account holder | $4,299 | $7,491-42.6% | $6,411-32.9% | $11,427-62.4% |