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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 | $47,670 | $133,998-64.4% | $112,263-57.5% | $134,545-64.6% |
| Participation rate | 95.7% | 78.6%+17.1pp | 75.1%+20.6pp | 81.2%+14.4pp |
| Annual return | -17.99% | 47.17%-65.2pp | 27.49%-45.5pp | 418.37%-436.4pp |
| Employer contribution / active EE | $2,070 | $4,040-48.8% | $3,636-43.1% | $4,742-56.4% |
| Participant deferral / active EE | $5,750 | $5,292+8.6% | $4,729+21.6% | $6,401-10.2% |
| Admin fee / account holder | $5,200 | $7,493-30.6% | $6,410-18.9% | $11,431-54.5% |