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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 | $97,369 | $100,811-3.4% | $86,698+12.3% | $134,545-27.6% |
| Participation rate | 94.1% | 79.0%+15.2pp | 76.6%+17.5pp | 81.2%+12.9pp |
| Annual return | -12.87% | 29.11%-42.0pp | 35.96%-48.8pp | 418.37%-431.2pp |
| Employer contribution / active EE | $1,006 | $3,490-71.2% | $2,837-64.5% | $4,742-78.8% |
| Participant deferral / active EE | $3,863 | $5,339-27.6% | $4,656-17.0% | $6,401-39.6% |
| Admin fee / account holder | $4,710 | $10,926-56.9% | $7,492-37.1% | $11,431-58.8% |