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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 | $34,745 | $106,549-67.4% | $91,225-61.9% | $134,509-74.2% |
| Participation rate | 85.0% | 76.8%+8.2pp | 73.2%+11.8pp | 81.2%+3.8pp |
| Annual return | -15.17% | 160.73%-175.9pp | 114.10%-129.3pp | 418.13%-433.3pp |
| Employer contribution / active EE | $856 | $3,331-74.3% | $2,851-70.0% | $4,741-81.9% |
| Participant deferral / active EE | $3,426 | $4,719-27.4% | $4,234-19.1% | $6,400-46.5% |
| Admin fee / account holder | $5,238 | $6,234-16.0% | $5,422-3.4% | $11,427-54.2% |