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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 | $36,706 | $133,998-72.6% | $112,263-67.3% | $134,545-72.7% |
| Participation rate | 88.2% | 78.6%+9.7pp | 75.1%+13.2pp | 81.2%+7.0pp |
| Annual return | -18.44% | 47.17%-65.6pp | 27.49%-45.9pp | 418.37%-436.8pp |
| Employer contribution / active EE | $2,741 | $4,040-32.2% | $3,636-24.6% | $4,742-42.2% |
| Participant deferral / active EE | $4,874 | $5,292-7.9% | $4,729+3.1% | $6,401-23.9% |
| Admin fee / account holder | $649 | $7,493-91.3% | $6,410-89.9% | $11,431-94.3% |