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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 | $31,563 | $100,805-68.7% | $86,698-63.6% | $134,532-76.5% |
| Participation rate | 90.0% | 79.0%+11.0pp | 76.6%+13.4pp | 81.2%+8.8pp |
| Annual return | -15.19% | 29.09%-44.3pp | 35.95%-51.1pp | 418.27%-433.5pp |
| Employer contribution / active EE | $2,851 | $3,490-18.3% | $2,837+0.5% | $4,741-39.9% |
| Participant deferral / active EE | $7,628 | $5,339+42.9% | $4,656+63.8% | $6,401+19.2% |
| Admin fee / account holder | $349 | $10,925-96.8% | $7,493-95.3% | $11,429-96.9% |