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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 | $79,276 | $133,998-40.8% | $112,263-29.4% | $134,545-41.1% |
| Participation rate | 86.7% | 78.6%+8.1pp | 75.1%+11.6pp | 81.2%+5.4pp |
| Annual return | -13.99% | 47.17%-61.2pp | 27.49%-41.5pp | 418.37%-432.4pp |
| Employer contribution / active EE | $1,194 | $4,040-70.4% | $3,636-67.2% | $4,742-74.8% |
| Participant deferral / active EE | $2,952 | $5,292-44.2% | $4,729-37.6% | $6,401-53.9% |
| Admin fee / account holder | $894 | $7,493-88.1% | $6,410-86.1% | $11,431-92.2% |