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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 | $61,325 | $100,805-39.2% | $86,698-29.3% | $134,532-54.4% |
| Participation rate | 88.9% | 79.0%+9.9pp | 76.6%+12.3pp | 81.2%+7.7pp |
| Annual return | -18.68% | 29.09%-47.8pp | 35.95%-54.6pp | 418.27%-437.0pp |
| Employer contribution / active EE | $1,350 | $3,490-61.3% | $2,837-52.4% | $4,741-71.5% |
| Participant deferral / active EE | $4,703 | $5,339-11.9% | $4,656+1.0% | $6,401-26.5% |
| Admin fee / account holder | $2,855 | $10,925-73.9% | $7,493-61.9% | $11,429-75.0% |