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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 | $59,762 | $129,959-54.0% | $104,301-42.7% | $134,532-55.6% |
| Participation rate | 89.5% | 79.5%+9.9pp | 73.3%+16.2pp | 81.2%+8.2pp |
| Annual return | -17.68% | 42.04%-59.7pp | 24.61%-42.3pp | 418.27%-435.9pp |
| Employer contribution / active EE | $2,751 | $4,185-34.3% | $3,373-18.4% | $4,741-42.0% |
| Participant deferral / active EE | $4,218 | $5,589-24.5% | $4,626-8.8% | $6,401-34.1% |
| Admin fee / account holder | $5,945 | $9,325-36.3% | $7,340-19.0% | $11,429-48.0% |