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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 | $63,854 | $133,998-52.3% | $112,263-43.1% | $134,545-52.5% |
| Participation rate | 81.8% | 78.6%+3.3pp | 75.1%+6.8pp | 81.2%+0.6pp |
| Annual return | -19.48% | 47.17%-66.7pp | 27.49%-47.0pp | 418.37%-437.9pp |
| Employer contribution / active EE | $1,757 | $4,040-56.5% | $3,636-51.7% | $4,742-62.9% |
| Participant deferral / active EE | $4,733 | $5,292-10.6% | $4,729+0.1% | $6,401-26.1% |
| Admin fee / account holder | $7,727 | $7,493+3.1% | $6,410+20.5% | $11,431-32.4% |