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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 | $75,836 | $100,811-24.8% | $86,698-12.5% | $134,545-43.6% |
| Participation rate | 93.8% | 79.0%+14.8pp | 76.6%+17.2pp | 81.2%+12.5pp |
| Annual return | -18.92% | 29.11%-48.0pp | 35.96%-54.9pp | 418.37%-437.3pp |
| Employer contribution / active EE | $5,639 | $3,490+61.6% | $2,837+98.8% | $4,742+18.9% |
| Participant deferral / active EE | $5,969 | $5,339+11.8% | $4,656+28.2% | $6,401-6.8% |
| Admin fee / account holder | $722 | $10,926-93.4% | $7,492-90.4% | $11,431-93.7% |