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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 | $75,612 | $100,805-25.0% | $86,698-12.8% | $134,532-43.8% |
| Participation rate | 88.2% | 79.0%+9.3pp | 76.6%+11.6pp | 81.2%+7.0pp |
| Annual return | -20.24% | 29.09%-49.3pp | 35.95%-56.2pp | 418.27%-438.5pp |
| Employer contribution / active EE | $2,855 | $3,490-18.2% | $2,837+0.7% | $4,741-39.8% |
| Participant deferral / active EE | $4,983 | $5,339-6.7% | $4,656+7.0% | $6,401-22.2% |
| Admin fee / account holder | $2,682 | $10,925-75.4% | $7,493-64.2% | $11,429-76.5% |