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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 | $56,263 | $100,805-44.2% | $86,698-35.1% | $134,532-58.2% |
| Participation rate | 89.5% | 79.0%+10.5pp | 76.6%+12.9pp | 81.2%+8.2pp |
| Annual return | -19.67% | 29.09%-48.8pp | 35.95%-55.6pp | 418.27%-437.9pp |
| Employer contribution / active EE | $1,991 | $3,490-43.0% | $2,837-29.8% | $4,741-58.0% |
| Participant deferral / active EE | $4,318 | $5,339-19.1% | $4,656-7.3% | $6,401-32.5% |
| Admin fee / account holder | $1,017 | $10,925-90.7% | $7,493-86.4% | $11,429-91.1% |