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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 | $64,263 | $142,392-54.9% | $119,622-46.3% | $134,532-52.2% |
| Participation rate | 94.4% | 82.8%+11.6pp | 79.3%+15.2pp | 81.2%+13.2pp |
| Annual return | -18.46% | -12.46%-6.0pp | -14.98%-3.5pp | 418.27%-436.7pp |
| Employer contribution / active EE | $2,531 | $5,224-51.5% | $4,232-40.2% | $4,741-46.6% |
| Participant deferral / active EE | $7,001 | $6,467+8.3% | $5,601+25.0% | $6,401+9.4% |
| Admin fee / account holder | $767 | $13,593-94.4% | $10,328-92.6% | $11,429-93.3% |