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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 | $60,236 | $100,805-40.2% | $86,698-30.5% | $134,532-55.2% |
| Participation rate | 85.7% | 79.0%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -19.83% | 29.09%-48.9pp | 35.95%-55.8pp | 418.27%-438.1pp |
| Employer contribution / active EE | $1,582 | $3,490-54.7% | $2,837-44.2% | $4,741-66.6% |
| Participant deferral / active EE | $5,301 | $5,339-0.7% | $4,656+13.8% | $6,401-17.2% |
| Admin fee / account holder | $5,727 | $10,925-47.6% | $7,493-23.6% | $11,429-49.9% |