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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 | $43,567 | $100,805-56.8% | $86,698-49.7% | $134,532-67.6% |
| Participation rate | 90.0% | 79.0%+11.0pp | 76.6%+13.4pp | 81.2%+8.8pp |
| Annual return | -14.60% | 29.09%-43.7pp | 35.95%-50.5pp | 418.27%-432.9pp |
| Employer contribution / active EE | $1,424 | $3,490-59.2% | $2,837-49.8% | $4,741-70.0% |
| Participant deferral / active EE | $2,274 | $5,339-57.4% | $4,656-51.2% | $6,401-64.5% |
| Admin fee / account holder | $26,091 | $10,925+138.8% | $7,493+248.2% | $11,429+128.3% |