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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 | $61,125 | $100,811-39.4% | $86,698-29.5% | $134,545-54.6% |
| Participation rate | 95.2% | 79.0%+16.3pp | 76.6%+18.6pp | 81.2%+14.0pp |
| Annual return | -19.32% | 29.11%-48.4pp | 35.96%-55.3pp | 418.37%-437.7pp |
| Employer contribution / active EE | $3,407 | $3,490-2.4% | $2,837+20.1% | $4,742-28.2% |
| Participant deferral / active EE | $4,393 | $5,339-17.7% | $4,656-5.7% | $6,401-31.4% |
| Admin fee / account holder | $2,291 | $10,926-79.0% | $7,492-69.4% | $11,431-80.0% |