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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 | $36,724 | $81,870-55.1% | $119,634-69.3% | $68,490-46.4% |
| Participation rate | 75.8% | 71.9%+3.9pp | 79.3%-3.5pp | 67.9%+7.9pp |
| Annual return | 91.78% | -23.82%+115.6pp | -14.98%+106.8pp | -7.85%+99.6pp |
| Employer contribution / active EE | $1,253 | $2,692-53.5% | $4,232-70.4% | $2,597-51.8% |
| Participant deferral / active EE | $4,076 | $4,148-1.7% | $5,601-27.2% | $4,028+1.2% |
| Admin fee / account holder | $14,693 | $6,583+123.2% | $10,329+42.2% | $5,403+171.9% |