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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 | $74,419 | $100,811-26.2% | $86,698-14.2% | $134,545-44.7% |
| Participation rate | 87.5% | 79.0%+8.5pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | -16.58% | 29.11%-45.7pp | 35.96%-52.5pp | 418.37%-435.0pp |
| Employer contribution / active EE | $1,875 | $3,490-46.3% | $2,837-33.9% | $4,742-60.5% |
| Participant deferral / active EE | $2,277 | $5,339-57.4% | $4,656-51.1% | $6,401-64.4% |
| Admin fee / account holder | $1,266 | $10,926-88.4% | $7,492-83.1% | $11,431-88.9% |