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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 | $52,016 | $93,117-44.1% | $77,096-32.5% | $134,532-61.3% |
| Participation rate | 95.2% | 74.5%+20.7pp | 67.9%+27.3pp | 81.2%+14.0pp |
| Annual return | -20.60% | 62.67%-83.3pp | 42.35%-62.9pp | 418.27%-438.9pp |
| Employer contribution / active EE | $1,999 | $3,420-41.6% | $2,814-29.0% | $4,741-57.8% |
| Participant deferral / active EE | $4,783 | $5,241-8.7% | $4,429+8.0% | $6,401-25.3% |
| Admin fee / account holder | $2,902 | $6,948-58.2% | $5,428-46.5% | $11,429-74.6% |