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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 | $133,983-40.8% | $112,244-29.4% | $134,493-41.1% |
| Participation rate | 86.7% | 78.6%+8.1pp | 75.1%+11.6pp | 81.2%+5.4pp |
| Annual return | -13.99% | 47.13%-61.1pp | 27.46%-41.4pp | 418.01%-432.0pp |
| Employer contribution / active EE | $1,194 | $4,039-70.4% | $3,635-67.2% | $4,740-74.8% |
| Participant deferral / active EE | $2,952 | $5,291-44.2% | $4,728-37.6% | $6,400-53.9% |
| Admin fee / account holder | $894 | $7,490-88.1% | $6,411-86.1% | $11,425-92.2% |