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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 | $48,899 | $93,023-47.4% | $77,027-36.5% | $134,493-63.6% |
| Participation rate | 81.8% | 74.5%+7.3pp | 67.9%+13.9pp | 81.2%+0.6pp |
| Annual return | -17.38% | 62.61%-80.0pp | 42.32%-59.7pp | 418.01%-435.4pp |
| Employer contribution / active EE | $2,547 | $3,418-25.5% | $2,813-9.4% | $4,740-46.3% |
| Participant deferral / active EE | $3,520 | $5,238-32.8% | $4,427-20.5% | $6,400-45.0% |
| Admin fee / account holder | $3,705 | $6,944-46.6% | $5,425-31.7% | $11,425-67.6% |