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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 | $73,167 | $133,981-45.4% | $112,249-34.8% | $134,532-45.6% |
| Participation rate | 85.0% | 78.6%+6.4pp | 75.1%+9.9pp | 81.2%+3.8pp |
| Annual return | -13.90% | 47.16%-61.1pp | 27.48%-41.4pp | 418.27%-432.2pp |
| Employer contribution / active EE | $1,143 | $4,040-71.7% | $3,636-68.6% | $4,741-75.9% |
| Participant deferral / active EE | $2,348 | $5,292-55.6% | $4,729-50.3% | $6,401-63.3% |
| Admin fee / account holder | $1,475 | $7,492-80.3% | $6,412-77.0% | $11,429-87.1% |