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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 | $47,795 | $95,917-50.2% | $79,583-39.9% | $134,545-64.5% |
| Participation rate | 90.0% | 75.0%+15.0pp | 69.5%+20.5pp | 81.2%+8.8pp |
| Annual return | -19.87% | -2.70%-17.2pp | 0.16%-20.0pp | 418.37%-438.2pp |
| Employer contribution / active EE | $2,417 | $3,129-22.8% | $2,414+0.1% | $4,742-49.0% |
| Participant deferral / active EE | $5,838 | $4,694+24.4% | $3,986+46.5% | $6,401-8.8% |
| Admin fee / account holder | $548 | $9,132-94.0% | $6,835-92.0% | $11,431-95.2% |