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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 | $55,473 | $100,792-45.0% | $86,691-36.0% | $134,509-58.8% |
| Participation rate | 83.3% | 78.9%+4.4pp | 76.6%+6.7pp | 81.2%+2.1pp |
| Annual return | -18.73% | 29.08%-47.8pp | 35.94%-54.7pp | 418.13%-436.9pp |
| Employer contribution / active EE | $1,955 | $3,491-44.0% | $2,837-31.1% | $4,741-58.8% |
| Participant deferral / active EE | $6,927 | $5,339+29.7% | $4,656+48.8% | $6,400+8.2% |
| Admin fee / account holder | $1,368 | $10,924-87.5% | $7,492-81.7% | $11,427-88.0% |