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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 | $53,746 | $100,805-46.7% | $86,698-38.0% | $134,532-60.0% |
| Participation rate | 85.7% | 79.0%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -18.75% | 29.09%-47.8pp | 35.95%-54.7pp | 418.27%-437.0pp |
| Employer contribution / active EE | $9,276 | $3,490+165.8% | $2,837+227.0% | $4,741+95.6% |
| Participant deferral / active EE | $7,451 | $5,339+39.6% | $4,656+60.0% | $6,401+16.4% |
| Admin fee / account holder | $22,205 | $10,925+103.2% | $7,493+196.4% | $11,429+94.3% |