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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 | $60,644 | $100,792-39.8% | $86,691-30.0% | $134,509-54.9% |
| Participation rate | 95.2% | 78.9%+16.3pp | 76.6%+18.7pp | 81.2%+14.0pp |
| Annual return | -17.46% | 29.08%-46.5pp | 35.94%-53.4pp | 418.13%-435.6pp |
| Employer contribution / active EE | $4,554 | $3,491+30.5% | $2,837+60.5% | $4,741-3.9% |
| Participant deferral / active EE | $4,230 | $5,339-20.8% | $4,656-9.1% | $6,400-33.9% |
| Admin fee / account holder | $357 | $10,924-96.7% | $7,492-95.2% | $11,427-96.9% |