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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 | $87,203 | $133,981-34.9% | $112,249-22.3% | $134,532-35.2% |
| Participation rate | 91.7% | 78.6%+13.1pp | 75.1%+16.6pp | 81.2%+10.4pp |
| Annual return | -16.61% | 47.16%-63.8pp | 27.48%-44.1pp | 418.27%-434.9pp |
| Employer contribution / active EE | $2,112 | $4,040-47.7% | $3,636-41.9% | $4,741-55.5% |
| Participant deferral / active EE | $3,760 | $5,292-28.9% | $4,729-20.5% | $6,401-41.3% |
| Admin fee / account holder | $331 | $7,492-95.6% | $6,412-94.8% | $11,429-97.1% |