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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 | $49,394 | $67,372-26.7% | $60,906-18.9% | $134,532-63.3% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.1%+14.4pp | 81.2%+6.3pp |
| Annual return | -14.89% | 50.05%-64.9pp | 16.94%-31.8pp | 418.27%-433.2pp |
| Employer contribution / active EE | $1,891 | $3,099-39.0% | $2,703-30.0% | $4,741-60.1% |
| Participant deferral / active EE | $6,319 | $4,532+39.4% | $3,814+65.7% | $6,401-1.3% |
| Admin fee / account holder | $686 | $4,588-85.1% | $3,227-78.8% | $11,429-94.0% |