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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 | $100,811-46.4% | $86,698-37.7% | $134,545-59.9% |
| Participation rate | 95.7% | 79.0%+16.7pp | 76.6%+19.1pp | 81.2%+14.4pp |
| Annual return | -13.91% | 29.11%-43.0pp | 35.96%-49.9pp | 418.37%-432.3pp |
| Employer contribution / active EE | $897 | $3,490-74.3% | $2,837-68.4% | $4,742-81.1% |
| Participant deferral / active EE | $2,383 | $5,339-55.4% | $4,656-48.8% | $6,401-62.8% |
| Admin fee / account holder | $11,264 | $10,926+3.1% | $7,492+50.4% | $11,431-1.5% |