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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 | $31,341 | $100,805-68.9% | $86,698-63.9% | $134,532-76.7% |
| Participation rate | 89.5% | 79.0%+10.5pp | 76.6%+12.9pp | 81.2%+8.2pp |
| Annual return | -12.98% | 29.09%-42.1pp | 35.95%-48.9pp | 418.27%-431.2pp |
| Employer contribution / active EE | $2,212 | $3,490-36.6% | $2,837-22.0% | $4,741-53.3% |
| Participant deferral / active EE | $5,488 | $5,339+2.8% | $4,656+17.9% | $6,401-14.3% |
| Admin fee / account holder | $3,313 | $10,925-69.7% | $7,493-55.8% | $11,429-71.0% |