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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 | $64,473 | $100,792-36.0% | $86,691-25.6% | $134,509-52.1% |
| Participation rate | 85.7% | 78.9%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -17.54% | 29.08%-46.6pp | 35.94%-53.5pp | 418.13%-435.7pp |
| Employer contribution / active EE | $2,728 | $3,491-21.8% | $2,837-3.8% | $4,741-42.5% |
| Participant deferral / active EE | $8,801 | $5,339+64.8% | $4,656+89.0% | $6,400+37.5% |
| Admin fee / account holder | $328 | $10,924-97.0% | $7,492-95.6% | $11,427-97.1% |