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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 | $64,236 | $100,811-36.3% | $86,698-25.9% | $134,545-52.3% |
| Participation rate | 85.7% | 79.0%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -14.64% | 29.11%-43.8pp | 35.96%-50.6pp | 418.37%-433.0pp |
| Employer contribution / active EE | $2,450 | $3,490-29.8% | $2,837-13.6% | $4,742-48.3% |
| Participant deferral / active EE | $6,715 | $5,339+25.8% | $4,656+44.2% | $6,401+4.9% |
| Admin fee / account holder | $2,569 | $10,926-76.5% | $7,492-65.7% | $11,431-77.5% |