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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 | $53,640 | $100,811-46.8% | $86,698-38.1% | $134,545-60.1% |
| Participation rate | 95.0% | 79.0%+16.0pp | 76.6%+18.4pp | 81.2%+13.8pp |
| Annual return | -9.69% | 29.11%-38.8pp | 35.96%-45.7pp | 418.37%-428.1pp |
| Employer contribution / active EE | $2,517 | $3,490-27.9% | $2,837-11.3% | $4,742-46.9% |
| Participant deferral / active EE | $4,461 | $5,339-16.4% | $4,656-4.2% | $6,401-30.3% |
| Admin fee / account holder | $33,958 | $10,926+210.8% | $7,492+353.3% | $11,431+197.1% |