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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 | $60,220 | $129,960-53.7% | $104,299-42.3% | $134,545-55.2% |
| Participation rate | 85.7% | 79.5%+6.2pp | 73.3%+12.4pp | 81.2%+4.5pp |
| Annual return | -11.54% | 42.06%-53.6pp | 24.62%-36.2pp | 418.37%-429.9pp |
| Employer contribution / active EE | $978 | $4,186-76.6% | $3,373-71.0% | $4,742-79.4% |
| Participant deferral / active EE | $3,820 | $5,589-31.7% | $4,626-17.4% | $6,401-40.3% |
| Admin fee / account holder | $792 | $9,324-91.5% | $7,339-89.2% | $11,431-93.1% |