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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 | $50,243 | $129,959-61.3% | $104,301-51.8% | $134,509-62.6% |
| Participation rate | 88.9% | 79.5%+9.4pp | 73.3%+15.6pp | 81.2%+7.7pp |
| Annual return | -18.20% | 42.04%-60.2pp | 24.61%-42.8pp | 418.13%-436.3pp |
| Employer contribution / active EE | $1,914 | $4,185-54.3% | $3,373-43.3% | $4,741-59.6% |
| Participant deferral / active EE | $4,547 | $5,589-18.6% | $4,626-1.7% | $6,400-29.0% |
| Admin fee / account holder | $1,379 | $9,325-85.2% | $7,340-81.2% | $11,427-87.9% |