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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 | $93,124-47.5% | $77,100-36.6% | $134,545-63.7% |
| Participation rate | 81.8% | 74.5%+7.3pp | 67.9%+13.9pp | 81.2%+0.6pp |
| Annual return | -17.38% | 62.68%-80.1pp | 42.35%-59.7pp | 418.37%-435.7pp |
| Employer contribution / active EE | $2,547 | $3,421-25.6% | $2,815-9.5% | $4,742-46.3% |
| Participant deferral / active EE | $3,520 | $5,242-32.9% | $4,430-20.5% | $6,401-45.0% |
| Admin fee / account holder | $3,705 | $6,970-46.8% | $5,443-31.9% | $11,431-67.6% |