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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 | $63,108 | $82,314-23.3% | $68,808-8.3% | $134,532-53.1% |
| Participation rate | 87.5% | 75.1%+12.4pp | 69.0%+18.5pp | 81.2%+6.3pp |
| Annual return | -18.58% | -2.18%-16.4pp | -6.37%-12.2pp | 418.27%-436.8pp |
| Employer contribution / active EE | $4,991 | $3,301+51.2% | $2,656+87.9% | $4,741+5.3% |
| Participant deferral / active EE | $7,908 | $4,740+66.8% | $3,942+100.6% | $6,401+23.5% |
| Admin fee / account holder | $578 | $6,484-91.1% | $4,936-88.3% | $11,429-94.9% |