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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 | $70,943 | $100,805-29.6% | $86,698-18.2% | $134,532-47.3% |
| Participation rate | 91.7% | 79.0%+12.7pp | 76.6%+15.1pp | 81.2%+10.4pp |
| Annual return | -18.22% | 29.09%-47.3pp | 35.95%-54.2pp | 418.27%-436.5pp |
| Employer contribution / active EE | $3,894 | $3,490+11.6% | $2,837+37.3% | $4,741-17.9% |
| Participant deferral / active EE | $2,067 | $5,339-61.3% | $4,656-55.6% | $6,401-67.7% |
| Admin fee / account holder | $6,271 | $10,925-42.6% | $7,493-16.3% | $11,429-45.1% |