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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 | $46,194 | $129,960-64.5% | $104,299-55.7% | $134,545-65.7% |
| Participation rate | 73.3% | 79.5%-6.2pp | 73.3%+0.1pp | 81.2%-7.9pp |
| Annual return | -19.16% | 42.06%-61.2pp | 24.62%-43.8pp | 418.37%-437.5pp |
| Employer contribution / active EE | $2,892 | $4,186-30.9% | $3,373-14.3% | $4,742-39.0% |
| Participant deferral / active EE | $5,556 | $5,589-0.6% | $4,626+20.1% | $6,401-13.2% |
| Admin fee / account holder | $1,017 | $9,324-89.1% | $7,339-86.1% | $11,431-91.1% |