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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 | $36,415 | $100,811-63.9% | $86,698-58.0% | $134,545-72.9% |
| Participation rate | 95.7% | 79.0%+16.7pp | 76.6%+19.1pp | 81.2%+14.4pp |
| Annual return | -12.92% | 29.11%-42.0pp | 35.96%-48.9pp | 418.37%-431.3pp |
| Employer contribution / active EE | $2,165 | $3,490-38.0% | $2,837-23.7% | $4,742-54.3% |
| Participant deferral / active EE | $2,927 | $5,339-45.2% | $4,656-37.1% | $6,401-54.3% |
| Admin fee / account holder | $2,270 | $10,926-79.2% | $7,492-69.7% | $11,431-80.1% |