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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 | $61,605 | $105,866-41.8% | $90,766-32.1% | $134,545-54.2% |
| Participation rate | 88.2% | 78.3%+10.0pp | 75.7%+12.5pp | 81.2%+7.0pp |
| Annual return | -18.34% | -10.99%-7.4pp | -12.16%-6.2pp | 418.37%-436.7pp |
| Employer contribution / active EE | $1,584 | $3,464-54.3% | $2,922-45.8% | $4,742-66.6% |
| Participant deferral / active EE | $6,901 | $5,217+32.3% | $4,565+51.2% | $6,401+7.8% |
| Admin fee / account holder | $6,940 | $13,938-50.2% | $8,446-17.8% | $11,431-39.3% |