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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 | $49,892 | $82,314-39.4% | $68,808-27.5% | $134,532-62.9% |
| Participation rate | 87.5% | 75.1%+12.4pp | 69.0%+18.5pp | 81.2%+6.3pp |
| Annual return | -14.45% | -2.18%-12.3pp | -6.37%-8.1pp | 418.27%-432.7pp |
| Employer contribution / active EE | $3,201 | $3,301-3.0% | $2,656+20.5% | $4,741-32.5% |
| Participant deferral / active EE | $7,837 | $4,740+65.3% | $3,942+98.8% | $6,401+22.4% |
| Admin fee / account holder | $4,634 | $6,484-28.5% | $4,936-6.1% | $11,429-59.5% |