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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 | $57,704 | $100,792-42.7% | $86,691-33.4% | $134,509-57.1% |
| Participation rate | 88.9% | 78.9%+9.9pp | 76.6%+12.3pp | 81.2%+7.7pp |
| Annual return | -18.47% | 29.08%-47.6pp | 35.94%-54.4pp | 418.13%-436.6pp |
| Employer contribution / active EE | $2,342 | $3,491-32.9% | $2,837-17.5% | $4,741-50.6% |
| Participant deferral / active EE | $5,498 | $5,339+3.0% | $4,656+18.1% | $6,400-14.1% |
| Admin fee / account holder | $417 | $10,924-96.2% | $7,492-94.4% | $11,427-96.4% |