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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 | $40,673 | $100,805-59.7% | $86,698-53.1% | $134,532-69.8% |
| Participation rate | 95.2% | 79.0%+16.3pp | 76.6%+18.6pp | 81.2%+14.0pp |
| Annual return | -13.05% | 29.09%-42.1pp | 35.95%-49.0pp | 418.27%-431.3pp |
| Employer contribution / active EE | $6,964 | $3,490+99.5% | $2,837+145.5% | $4,741+46.9% |
| Participant deferral / active EE | $2,445 | $5,339-54.2% | $4,656-47.5% | $6,401-61.8% |
| Admin fee / account holder | $517 | $10,925-95.3% | $7,493-93.1% | $11,429-95.5% |