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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 | $46,001 | $100,805-54.4% | $86,698-46.9% | $134,532-65.8% |
| Participation rate | 88.2% | 79.0%+9.3pp | 76.6%+11.6pp | 81.2%+7.0pp |
| Annual return | -17.89% | 29.09%-47.0pp | 35.95%-53.8pp | 418.27%-436.2pp |
| Employer contribution / active EE | $4,478 | $3,490+28.3% | $2,837+57.9% | $4,741-5.6% |
| Participant deferral / active EE | $7,063 | $5,339+32.3% | $4,656+51.7% | $6,401+10.3% |
| Admin fee / account holder | $436 | $10,925-96.0% | $7,493-94.2% | $11,429-96.2% |