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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 | $78,504 | $100,805-22.1% | $86,698-9.5% | $134,532-41.6% |
| Participation rate | 94.7% | 79.0%+15.8pp | 76.6%+18.1pp | 81.2%+13.5pp |
| Annual return | -15.17% | 29.09%-44.3pp | 35.95%-51.1pp | 418.27%-433.4pp |
| Employer contribution / active EE | $1,493 | $3,490-57.2% | $2,837-47.4% | $4,741-68.5% |
| Participant deferral / active EE | $3,239 | $5,339-39.3% | $4,656-30.4% | $6,401-49.4% |
| Admin fee / account holder | $7,598 | $10,925-30.5% | $7,493+1.4% | $11,429-33.5% |