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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 | $54,407 | $100,792-46.0% | $86,691-37.2% | $134,509-59.6% |
| Participation rate | 87.5% | 78.9%+8.6pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | -16.32% | 29.08%-45.4pp | 35.94%-52.3pp | 418.13%-434.5pp |
| Employer contribution / active EE | $2,008 | $3,491-42.5% | $2,837-29.2% | $4,741-57.6% |
| Participant deferral / active EE | $4,111 | $5,339-23.0% | $4,656-11.7% | $6,400-35.8% |
| Admin fee / account holder | $964 | $10,924-91.2% | $7,492-87.1% | $11,427-91.6% |