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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 | $100,792-69.8% | $86,691-64.9% | $134,509-77.4% |
| Participation rate | 90.0% | 78.9%+11.1pp | 76.6%+13.4pp | 81.2%+8.8pp |
| Annual return | -13.75% | 29.08%-42.8pp | 35.94%-49.7pp | 418.13%-431.9pp |
| Employer contribution / active EE | $2,227 | $3,491-36.2% | $2,837-21.5% | $4,741-53.0% |
| Participant deferral / active EE | $4,576 | $5,339-14.3% | $4,656-1.7% | $6,400-28.5% |
| Admin fee / account holder | $2,419 | $10,924-77.9% | $7,492-67.7% | $11,427-78.8% |