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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 | $36,031 | $133,998-73.1% | $112,263-67.9% | $134,545-73.2% |
| Participation rate | 95.8% | 78.6%+17.3pp | 75.1%+20.8pp | 81.2%+14.6pp |
| Annual return | -17.55% | 47.17%-64.7pp | 27.49%-45.0pp | 418.37%-435.9pp |
| Employer contribution / active EE | $3,257 | $4,040-19.4% | $3,636-10.4% | $4,742-31.3% |
| Participant deferral / active EE | $7,557 | $5,292+42.8% | $4,729+59.8% | $6,401+18.1% |
| Admin fee / account holder | $2,747 | $7,493-63.3% | $6,410-57.1% | $11,431-76.0% |