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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 | $76,009 | $133,998-43.3% | $112,263-32.3% | $134,545-43.5% |
| Participation rate | 76.9% | 78.6%-1.6pp | 75.1%+1.9pp | 81.2%-4.3pp |
| Annual return | -18.72% | 47.17%-65.9pp | 27.49%-46.2pp | 418.37%-437.1pp |
| Employer contribution / active EE | $2,589 | $4,040-35.9% | $3,636-28.8% | $4,742-45.4% |
| Participant deferral / active EE | $9,703 | $5,292+83.3% | $4,729+105.2% | $6,401+51.6% |
| Admin fee / account holder | $4,651 | $7,493-37.9% | $6,410-27.4% | $11,431-59.3% |