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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 | $65,582 | $133,998-51.1% | $112,263-41.6% | $134,545-51.3% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | -18.09% | 47.17%-65.3pp | 27.49%-45.6pp | 418.37%-436.5pp |
| Employer contribution / active EE | $1,261 | $4,040-68.8% | $3,636-65.3% | $4,742-73.4% |
| Participant deferral / active EE | $7,353 | $5,292+38.9% | $4,729+55.5% | $6,401+14.9% |
| Admin fee / account holder | $782 | $7,493-89.6% | $6,410-87.8% | $11,431-93.2% |