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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 | $59,195 | $100,811-41.3% | $86,698-31.7% | $134,545-56.0% |
| Participation rate | 86.4% | 79.0%+7.4pp | 76.6%+9.8pp | 81.2%+5.1pp |
| Annual return | -14.53% | 29.11%-43.6pp | 35.96%-50.5pp | 418.37%-432.9pp |
| Employer contribution / active EE | $1,696 | $3,490-51.4% | $2,837-40.2% | $4,742-64.2% |
| Participant deferral / active EE | $4,239 | $5,339-20.6% | $4,656-9.0% | $6,401-33.8% |
| Admin fee / account holder | $945 | $10,926-91.4% | $7,492-87.4% | $11,431-91.7% |