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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 | $38,541 | $100,805-61.8% | $86,698-55.5% | $134,532-71.4% |
| Participation rate | 80.0% | 79.0%+1.0pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -15.34% | 29.09%-44.4pp | 35.95%-51.3pp | 418.27%-433.6pp |
| Employer contribution / active EE | $4,375 | $3,490+25.4% | $2,837+54.2% | $4,741-7.7% |
| Participant deferral / active EE | $10,163 | $5,339+90.3% | $4,656+118.3% | $6,401+58.8% |
| Admin fee / account holder | $17,778 | $10,925+62.7% | $7,493+137.3% | $11,429+55.6% |