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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 | $68,969 | $93,098-25.9% | $77,081-10.5% | $134,509-48.7% |
| Participation rate | 84.6% | 74.5%+10.1pp | 67.9%+16.7pp | 81.2%+3.4pp |
| Annual return | -17.46% | 62.63%-80.1pp | 42.33%-59.8pp | 418.13%-435.6pp |
| Employer contribution / active EE | $1,380 | $3,419-59.6% | $2,813-50.9% | $4,741-70.9% |
| Participant deferral / active EE | $7,441 | $5,239+42.0% | $4,428+68.1% | $6,400+16.3% |
| Admin fee / account holder | $2,787 | $6,945-59.9% | $5,427-48.6% | $11,427-75.6% |