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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 | $63,246 | $105,861-40.3% | $90,756-30.3% | $134,509-53.0% |
| Participation rate | 95.0% | 78.2%+16.8pp | 75.7%+19.3pp | 81.2%+13.8pp |
| Annual return | -19.08% | -10.99%-8.1pp | -12.16%-6.9pp | 418.13%-437.2pp |
| Employer contribution / active EE | $5,500 | $3,463+58.8% | $2,922+88.3% | $4,741+16.0% |
| Participant deferral / active EE | $4,022 | $5,217-22.9% | $4,565-11.9% | $6,400-37.2% |
| Admin fee / account holder | $3,572 | $13,938-74.4% | $8,445-57.7% | $11,427-68.7% |