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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 | $53,866 | $100,811-46.6% | $86,698-37.9% | $134,545-60.0% |
| Participation rate | 83.3% | 79.0%+4.4pp | 76.6%+6.7pp | 81.2%+2.1pp |
| Annual return | -17.78% | 29.11%-46.9pp | 35.96%-53.7pp | 418.37%-436.1pp |
| Employer contribution / active EE | $2,234 | $3,490-36.0% | $2,837-21.3% | $4,742-52.9% |
| Participant deferral / active EE | $4,479 | $5,339-16.1% | $4,656-3.8% | $6,401-30.0% |
| Admin fee / account holder | $1,210 | $10,926-88.9% | $7,492-83.8% | $11,431-89.4% |