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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 | $29,904 | $100,805-70.3% | $86,698-65.5% | $134,532-77.8% |
| Participation rate | 92.3% | 79.0%+13.4pp | 76.6%+15.7pp | 81.2%+11.1pp |
| Annual return | -19.94% | 29.09%-49.0pp | 35.95%-55.9pp | 418.27%-438.2pp |
| Employer contribution / active EE | $2,347 | $3,490-32.8% | $2,837-17.3% | $4,741-50.5% |
| Participant deferral / active EE | $3,137 | $5,339-41.2% | $4,656-32.6% | $6,401-51.0% |
| Admin fee / account holder | $708 | $10,925-93.5% | $7,493-90.5% | $11,429-93.8% |