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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 | $55,083 | $100,811-45.4% | $86,698-36.5% | $134,545-59.1% |
| Participation rate | 93.3% | 79.0%+14.4pp | 76.6%+16.7pp | 81.2%+12.1pp |
| Annual return | -16.21% | 29.11%-45.3pp | 35.96%-52.2pp | 418.37%-434.6pp |
| Employer contribution / active EE | $1,264 | $3,490-63.8% | $2,837-55.5% | $4,742-73.3% |
| Participant deferral / active EE | $6,351 | $5,339+19.0% | $4,656+36.4% | $6,401-0.8% |
| Admin fee / account holder | $1,154 | $10,926-89.4% | $7,492-84.6% | $11,431-89.9% |