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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 | $53,676 | $67,352-20.3% | $60,899-11.9% | $134,509-60.1% |
| Participation rate | 89.5% | 76.2%+13.3pp | 73.1%+16.4pp | 81.2%+8.2pp |
| Annual return | -9.84% | 49.99%-59.8pp | 16.92%-26.8pp | 418.13%-428.0pp |
| Employer contribution / active EE | $2,321 | $3,098-25.1% | $2,702-14.1% | $4,741-51.0% |
| Participant deferral / active EE | $0 | $4,539-100.0% | $3,817-100.0% | $6,400-100.0% |
| Admin fee / account holder | $2,793 | $4,585-39.1% | $3,225-13.4% | $11,427-75.6% |