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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 | $76,651 | $133,983-42.8% | $112,244-31.7% | $134,493-43.0% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 81.2%+8.8pp |
| Annual return | -16.76% | 47.13%-63.9pp | 27.46%-44.2pp | 418.01%-434.8pp |
| Employer contribution / active EE | $3,032 | $4,039-24.9% | $3,635-16.6% | $4,740-36.0% |
| Participant deferral / active EE | $4,289 | $5,291-18.9% | $4,728-9.3% | $6,400-33.0% |
| Admin fee / account holder | $2,352 | $7,490-68.6% | $6,411-63.3% | $11,425-79.4% |