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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 | $36,694 | $105,867-65.3% | $90,760-59.6% | $134,532-72.7% |
| Participation rate | 88.9% | 78.3%+10.6pp | 75.7%+13.2pp | 81.2%+7.7pp |
| Annual return | -19.90% | -10.99%-8.9pp | -12.16%-7.7pp | 418.27%-438.2pp |
| Employer contribution / active EE | $3,092 | $3,464-10.7% | $2,922+5.8% | $4,741-34.8% |
| Participant deferral / active EE | $6,664 | $5,217+27.7% | $4,565+46.0% | $6,401+4.1% |
| Admin fee / account holder | $3,003 | $13,936-78.5% | $8,444-64.4% | $11,429-73.7% |