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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 | $70,414 | $95,915-26.6% | $79,580-11.5% | $134,532-47.7% |
| Participation rate | 90.9% | 75.0%+15.9pp | 69.5%+21.4pp | 81.2%+9.7pp |
| Annual return | -19.06% | -2.71%-16.3pp | 0.15%-19.2pp | 418.27%-437.3pp |
| Employer contribution / active EE | $1,908 | $3,129-39.0% | $2,413-20.9% | $4,741-59.8% |
| Participant deferral / active EE | $4,681 | $4,693-0.3% | $3,985+17.4% | $6,401-26.9% |
| Admin fee / account holder | $804 | $9,132-91.2% | $6,835-88.2% | $11,429-93.0% |