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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 | $65,357 | $100,811-35.2% | $86,698-24.6% | $134,545-51.4% |
| Participation rate | 87.5% | 79.0%+8.5pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | -12.07% | 29.11%-41.2pp | 35.96%-48.0pp | 418.37%-430.4pp |
| Employer contribution / active EE | $2,621 | $3,490-24.9% | $2,837-7.6% | $4,742-44.7% |
| Participant deferral / active EE | $4,289 | $5,339-19.7% | $4,656-7.9% | $6,401-33.0% |
| Admin fee / account holder | $36,405 | $10,926+233.2% | $7,492+385.9% | $11,431+218.5% |