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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 | $99,817 | $67,372+48.2% | $60,906+63.9% | $134,532-25.8% |
| Participation rate | 95.5% | 76.2%+19.3pp | 73.1%+22.4pp | 81.2%+14.2pp |
| Annual return | -15.06% | 50.05%-65.1pp | 16.94%-32.0pp | 418.27%-433.3pp |
| Employer contribution / active EE | $792 | $3,099-74.4% | $2,703-70.7% | $4,741-83.3% |
| Participant deferral / active EE | $1,069 | $4,532-76.4% | $3,814-72.0% | $6,401-83.3% |
| Admin fee / account holder | $1,657 | $4,588-63.9% | $3,227-48.6% | $11,429-85.5% |