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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 | $30,801 | $100,805-69.4% | $86,698-64.5% | $134,532-77.1% |
| Participation rate | 95.5% | 79.0%+16.5pp | 76.6%+18.9pp | 81.2%+14.2pp |
| Annual return | -18.55% | 29.09%-47.6pp | 35.95%-54.5pp | 418.27%-436.8pp |
| Employer contribution / active EE | $2,474 | $3,490-29.1% | $2,837-12.8% | $4,741-47.8% |
| Participant deferral / active EE | $5,736 | $5,339+7.4% | $4,656+23.2% | $6,401-10.4% |
| Admin fee / account holder | $4,433 | $10,925-59.4% | $7,493-40.8% | $11,429-61.2% |