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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 | $37,809 | $100,805-62.5% | $86,698-56.4% | $134,532-71.9% |
| Participation rate | 90.0% | 79.0%+11.0pp | 76.6%+13.4pp | 81.2%+8.8pp |
| Annual return | -16.44% | 29.09%-45.5pp | 35.95%-52.4pp | 418.27%-434.7pp |
| Employer contribution / active EE | $2,232 | $3,490-36.0% | $2,837-21.3% | $4,741-52.9% |
| Participant deferral / active EE | $5,961 | $5,339+11.6% | $4,656+28.0% | $6,401-6.9% |
| Admin fee / account holder | $11,296 | $10,925+3.4% | $7,493+50.8% | $11,429-1.2% |