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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 | $57,672 | $93,117-38.1% | $77,096-25.2% | $134,532-57.1% |
| Participation rate | 83.3% | 74.5%+8.8pp | 67.9%+15.4pp | 81.2%+2.1pp |
| Annual return | -18.30% | 62.67%-81.0pp | 42.35%-60.7pp | 418.27%-436.6pp |
| Employer contribution / active EE | $1,531 | $3,420-55.2% | $2,814-45.6% | $4,741-67.7% |
| Participant deferral / active EE | $5,031 | $5,241-4.0% | $4,429+13.6% | $6,401-21.4% |
| Admin fee / account holder | $971 | $6,948-86.0% | $5,428-82.1% | $11,429-91.5% |