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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 | $67,292 | $100,805-33.2% | $86,698-22.4% | $134,532-50.0% |
| Participation rate | 81.8% | 79.0%+2.9pp | 76.6%+5.2pp | 81.2%+0.6pp |
| Annual return | -12.35% | 29.09%-41.4pp | 35.95%-48.3pp | 418.27%-430.6pp |
| Employer contribution / active EE | $2,017 | $3,490-42.2% | $2,837-28.9% | $4,741-57.4% |
| Participant deferral / active EE | $4,472 | $5,339-16.2% | $4,656-3.9% | $6,401-30.1% |
| Admin fee / account holder | $11,775 | $10,925+7.8% | $7,493+57.2% | $11,429+3.0% |