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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 | $61,284 | $95,915-36.1% | $79,580-23.0% | $134,532-54.4% |
| Participation rate | 77.8% | 75.0%+2.7pp | 69.5%+8.3pp | 81.2%-3.5pp |
| Annual return | -18.69% | -2.71%-16.0pp | 0.15%-18.8pp | 418.27%-437.0pp |
| Employer contribution / active EE | $7,220 | $3,129+130.7% | $2,413+199.1% | $4,741+52.3% |
| Participant deferral / active EE | $5,980 | $4,693+27.4% | $3,985+50.0% | $6,401-6.6% |
| Admin fee / account holder | $1,410 | $9,132-84.6% | $6,835-79.4% | $11,429-87.7% |