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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 | $44,902 | $67,352-33.3% | $60,899-26.3% | $134,509-66.6% |
| Participation rate | 94.7% | 76.2%+18.6pp | 73.1%+21.6pp | 81.2%+13.5pp |
| Annual return | -12.16% | 49.99%-62.1pp | 16.92%-29.1pp | 418.13%-430.3pp |
| Employer contribution / active EE | $1,335 | $3,098-56.9% | $2,702-50.6% | $4,741-71.8% |
| Participant deferral / active EE | $2,043 | $4,539-55.0% | $3,817-46.5% | $6,400-68.1% |
| Admin fee / account holder | $1,913 | $4,585-58.3% | $3,225-40.7% | $11,427-83.3% |