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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 | $55,934 | $82,314-32.0% | $68,808-18.7% | $134,532-58.4% |
| Participation rate | 85.7% | 75.1%+10.7pp | 69.0%+16.7pp | 81.2%+4.5pp |
| Annual return | -18.77% | -2.18%-16.6pp | -6.37%-12.4pp | 418.27%-437.0pp |
| Employer contribution / active EE | $3,124 | $3,301-5.4% | $2,656+17.6% | $4,741-34.1% |
| Participant deferral / active EE | $4,883 | $4,740+3.0% | $3,942+23.9% | $6,401-23.7% |
| Admin fee / account holder | $705 | $6,484-89.1% | $4,936-85.7% | $11,429-93.8% |