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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 | $68,100 | $100,805-32.4% | $86,698-21.5% | $134,532-49.4% |
| Participation rate | 93.8% | 79.0%+14.8pp | 76.6%+17.2pp | 81.2%+12.5pp |
| Annual return | -16.62% | 29.09%-45.7pp | 35.95%-52.6pp | 418.27%-434.9pp |
| Employer contribution / active EE | $2,426 | $3,490-30.5% | $2,837-14.5% | $4,741-48.8% |
| Participant deferral / active EE | $5,689 | $5,339+6.5% | $4,656+22.2% | $6,401-11.1% |
| Admin fee / account holder | $9,187 | $10,925-15.9% | $7,493+22.6% | $11,429-19.6% |