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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 | $53,360 | $88,603-39.8% | $69,890-23.7% | $134,545-60.3% |
| Participation rate | 88.9% | 74.9%+14.0pp | 70.5%+18.4pp | 81.2%+7.7pp |
| Annual return | -13.94% | 442.93%-456.9pp | 190.84%-204.8pp | 418.37%-432.3pp |
| Employer contribution / active EE | $1,423 | $3,236-56.0% | $2,560-44.4% | $4,742-70.0% |
| Participant deferral / active EE | $3,232 | $4,771-32.3% | $3,848-16.0% | $6,401-49.5% |
| Admin fee / account holder | $4,160 | $10,443-60.2% | $6,267-33.6% | $11,431-63.6% |