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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 | $80,687 | $133,998-39.8% | $112,263-28.1% | $134,545-40.0% |
| Participation rate | 88.2% | 78.6%+9.7pp | 75.1%+13.2pp | 81.2%+7.0pp |
| Annual return | -16.01% | 47.17%-63.2pp | 27.49%-43.5pp | 418.37%-434.4pp |
| Employer contribution / active EE | $2,042 | $4,040-49.5% | $3,636-43.9% | $4,742-56.9% |
| Participant deferral / active EE | $6,924 | $5,292+30.8% | $4,729+46.4% | $6,401+8.2% |
| Admin fee / account holder | $1,796 | $7,493-76.0% | $6,410-72.0% | $11,431-84.3% |