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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 | $69,113 | $134,001-48.4% | $112,258-38.4% | $134,509-48.6% |
| Participation rate | 86.7% | 78.6%+8.1pp | 75.1%+11.6pp | 81.2%+5.4pp |
| Annual return | -19.92% | 47.15%-67.1pp | 27.47%-47.4pp | 418.13%-438.1pp |
| Employer contribution / active EE | $2,527 | $4,039-37.4% | $3,636-30.5% | $4,741-46.7% |
| Participant deferral / active EE | $2,676 | $5,291-49.4% | $4,728-43.4% | $6,400-58.2% |
| Admin fee / account holder | $4,473 | $7,491-40.3% | $6,411-30.2% | $11,427-60.9% |