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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 | $55,034 | $129,959-57.7% | $104,301-47.2% | $134,532-59.1% |
| Participation rate | 88.9% | 79.5%+9.4pp | 73.3%+15.6pp | 81.2%+7.7pp |
| Annual return | -15.19% | 42.04%-57.2pp | 24.61%-39.8pp | 418.27%-433.5pp |
| Employer contribution / active EE | $2,496 | $4,185-40.4% | $3,373-26.0% | $4,741-47.3% |
| Participant deferral / active EE | $5,708 | $5,589+2.1% | $4,626+23.4% | $6,401-10.8% |
| Admin fee / account holder | $1,170 | $9,325-87.5% | $7,340-84.1% | $11,429-89.8% |