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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 | $59,985 | $100,792-40.5% | $86,691-30.8% | $134,509-55.4% |
| Participation rate | 87.5% | 78.9%+8.6pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | -16.40% | 29.08%-45.5pp | 35.94%-52.3pp | 418.13%-434.5pp |
| Employer contribution / active EE | $4,025 | $3,491+15.3% | $2,837+41.9% | $4,741-15.1% |
| Participant deferral / active EE | $6,839 | $5,339+28.1% | $4,656+46.9% | $6,400+6.9% |
| Admin fee / account holder | $1,232 | $10,924-88.7% | $7,492-83.6% | $11,427-89.2% |