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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 | $50,081 | $100,811-50.3% | $86,698-42.2% | $134,545-62.8% |
| Participation rate | 82.4% | 79.0%+3.4pp | 76.6%+5.8pp | 81.2%+1.1pp |
| Annual return | -10.57% | 29.11%-39.7pp | 35.96%-46.5pp | 418.37%-428.9pp |
| Employer contribution / active EE | $2,032 | $3,490-41.8% | $2,837-28.4% | $4,742-57.1% |
| Participant deferral / active EE | $3,766 | $5,339-29.5% | $4,656-19.1% | $6,401-41.2% |
| Admin fee / account holder | $17,005 | $10,926+55.6% | $7,492+127.0% | $11,431+48.8% |