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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 | $78,868 | $100,811-21.8% | $86,698-9.0% | $134,545-41.4% |
| Participation rate | 95.7% | 79.0%+16.7pp | 76.6%+19.1pp | 81.2%+14.4pp |
| Annual return | -16.84% | 29.11%-45.9pp | 35.96%-52.8pp | 418.37%-435.2pp |
| Employer contribution / active EE | $3,269 | $3,490-6.3% | $2,837+15.2% | $4,742-31.1% |
| Participant deferral / active EE | $7,821 | $5,339+46.5% | $4,656+68.0% | $6,401+22.2% |
| Admin fee / account holder | $4,191 | $10,926-61.6% | $7,492-44.1% | $11,431-63.3% |