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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 | $52,467 | $100,811-48.0% | $86,698-39.5% | $134,545-61.0% |
| Participation rate | 81.8% | 79.0%+2.9pp | 76.6%+5.2pp | 81.2%+0.6pp |
| Annual return | -17.50% | 29.11%-46.6pp | 35.96%-53.5pp | 418.37%-435.9pp |
| Employer contribution / active EE | $2,119 | $3,490-39.3% | $2,837-25.3% | $4,742-55.3% |
| Participant deferral / active EE | $4,282 | $5,339-19.8% | $4,656-8.0% | $6,401-33.1% |
| Admin fee / account holder | $1,168 | $10,926-89.3% | $7,492-84.4% | $11,431-89.8% |