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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 | $67,883 | $134,001-49.3% | $112,258-39.5% | $134,509-49.5% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | -17.31% | 47.15%-64.5pp | 27.47%-44.8pp | 418.13%-435.4pp |
| Employer contribution / active EE | $2,326 | $4,039-42.4% | $3,636-36.0% | $4,741-50.9% |
| Participant deferral / active EE | $5,289 | $5,2910% | $4,728+11.9% | $6,400-17.4% |
| Admin fee / account holder | $609 | $7,491-91.9% | $6,411-90.5% | $11,427-94.7% |