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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 | $85,985 | $105,867-18.8% | $90,760-5.3% | $134,532-36.1% |
| Participation rate | 93.8% | 78.3%+15.5pp | 75.7%+18.1pp | 81.2%+12.5pp |
| Annual return | -12.38% | -10.99%-1.4pp | -12.16%-0.2pp | 418.27%-430.6pp |
| Employer contribution / active EE | $2,286 | $3,464-34.0% | $2,922-21.8% | $4,741-51.8% |
| Participant deferral / active EE | $2,742 | $5,217-47.4% | $4,565-39.9% | $6,401-57.2% |
| Admin fee / account holder | $738 | $13,936-94.7% | $8,444-91.3% | $11,429-93.5% |