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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 | $62,094 | $133,981-53.7% | $112,249-44.7% | $134,532-53.8% |
| Participation rate | 88.2% | 78.6%+9.7pp | 75.1%+13.2pp | 81.2%+7.0pp |
| Annual return | -17.81% | 47.16%-65.0pp | 27.48%-45.3pp | 418.27%-436.1pp |
| Employer contribution / active EE | $2,809 | $4,040-30.5% | $3,636-22.7% | $4,741-40.8% |
| Participant deferral / active EE | $5,714 | $5,292+8.0% | $4,729+20.8% | $6,401-10.7% |
| Admin fee / account holder | $5,880 | $7,492-21.5% | $6,412-8.3% | $11,429-48.6% |