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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 | $133,998-42.8% | $112,263-31.7% | $134,545-43.0% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 81.2%+8.8pp |
| Annual return | -16.76% | 47.17%-63.9pp | 27.49%-44.3pp | 418.37%-435.1pp |
| Employer contribution / active EE | $3,032 | $4,040-25.0% | $3,636-16.6% | $4,742-36.1% |
| Participant deferral / active EE | $4,289 | $5,292-19.0% | $4,729-9.3% | $6,401-33.0% |
| Admin fee / account holder | $2,352 | $7,493-68.6% | $6,410-63.3% | $11,431-79.4% |