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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 | $53,899 | $93,117-42.1% | $77,096-30.1% | $134,532-59.9% |
| Participation rate | 83.3% | 74.5%+8.8pp | 67.9%+15.4pp | 81.2%+2.1pp |
| Annual return | -14.75% | 62.67%-77.4pp | 42.35%-57.1pp | 418.27%-433.0pp |
| Employer contribution / active EE | $2,374 | $3,420-30.6% | $2,814-15.6% | $4,741-49.9% |
| Participant deferral / active EE | $3,586 | $5,241-31.6% | $4,429-19.0% | $6,401-44.0% |
| Admin fee / account holder | $842 | $6,948-87.9% | $5,428-84.5% | $11,429-92.6% |