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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 | $30,431 | $100,811-69.8% | $86,698-64.9% | $134,545-77.4% |
| Participation rate | 90.0% | 79.0%+11.0pp | 76.6%+13.4pp | 81.2%+8.8pp |
| Annual return | -13.75% | 29.11%-42.9pp | 35.96%-49.7pp | 418.37%-432.1pp |
| Employer contribution / active EE | $2,227 | $3,490-36.2% | $2,837-21.5% | $4,742-53.0% |
| Participant deferral / active EE | $4,576 | $5,339-14.3% | $4,656-1.7% | $6,401-28.5% |
| Admin fee / account holder | $2,419 | $10,926-77.9% | $7,492-67.7% | $11,431-78.8% |