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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 | $129,943-64.5% | $104,303-55.7% | $134,493-65.7% |
| Participation rate | 73.3% | 79.5%-6.2pp | 73.3%+0.1pp | 81.2%-7.9pp |
| Annual return | -19.16% | 42.03%-61.2pp | 24.61%-43.8pp | 418.01%-437.2pp |
| Employer contribution / active EE | $2,892 | $4,185-30.9% | $3,372-14.2% | $4,740-39.0% |
| Participant deferral / active EE | $5,556 | $5,588-0.6% | $4,625+20.1% | $6,400-13.2% |
| Admin fee / account holder | $1,017 | $9,323-89.1% | $7,340-86.1% | $11,425-91.1% |