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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 | $65,600 | $100,811-34.9% | $86,698-24.3% | $134,545-51.2% |
| Participation rate | 90.5% | 79.0%+11.5pp | 76.6%+13.9pp | 81.2%+9.2pp |
| Annual return | -14.19% | 29.11%-43.3pp | 35.96%-50.2pp | 418.37%-432.6pp |
| Employer contribution / active EE | $2,051 | $3,490-41.2% | $2,837-27.7% | $4,742-56.7% |
| Participant deferral / active EE | $9,370 | $5,339+75.5% | $4,656+101.2% | $6,401+46.4% |
| Admin fee / account holder | $13,562 | $10,926+24.1% | $7,492+81.0% | $11,431+18.6% |