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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 | $54,017 | $100,792-46.4% | $86,691-37.7% | $134,509-59.8% |
| Participation rate | 95.7% | 78.9%+16.7pp | 76.6%+19.1pp | 81.2%+14.4pp |
| Annual return | -13.91% | 29.08%-43.0pp | 35.94%-49.8pp | 418.13%-432.0pp |
| Employer contribution / active EE | $897 | $3,491-74.3% | $2,837-68.4% | $4,741-81.1% |
| Participant deferral / active EE | $2,383 | $5,339-55.4% | $4,656-48.8% | $6,400-62.8% |
| Admin fee / account holder | $11,264 | $10,924+3.1% | $7,492+50.3% | $11,427-1.4% |