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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 | $69,187 | $100,805-31.4% | $86,698-20.2% | $134,532-48.6% |
| Participation rate | 93.8% | 79.0%+14.8pp | 76.6%+17.2pp | 81.2%+12.5pp |
| Annual return | -17.03% | 29.09%-46.1pp | 35.95%-53.0pp | 418.27%-435.3pp |
| Employer contribution / active EE | $2,314 | $3,490-33.7% | $2,837-18.4% | $4,741-51.2% |
| Participant deferral / active EE | $5,355 | $5,339+0.3% | $4,656+15.0% | $6,401-16.3% |
| Admin fee / account holder | $740 | $10,925-93.2% | $7,493-90.1% | $11,429-93.5% |