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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 | $59,259 | $134,001-55.8% | $112,258-47.2% | $134,509-55.9% |
| Participation rate | 95.2% | 78.6%+16.7pp | 75.1%+20.2pp | 81.2%+14.0pp |
| Annual return | -15.76% | 47.15%-62.9pp | 27.47%-43.2pp | 418.13%-433.9pp |
| Employer contribution / active EE | $2,194 | $4,039-45.7% | $3,636-39.7% | $4,741-53.7% |
| Participant deferral / active EE | $4,082 | $5,291-22.9% | $4,728-13.7% | $6,400-36.2% |
| Admin fee / account holder | $5,251 | $7,491-29.9% | $6,411-18.1% | $11,427-54.0% |