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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 | $75,488 | $93,124-18.9% | $77,100-2.1% | $134,545-43.9% |
| Participation rate | 72.2% | 74.5%-2.3pp | 67.9%+4.3pp | 81.2%-9.0pp |
| Annual return | -18.76% | 62.68%-81.4pp | 42.35%-61.1pp | 418.37%-437.1pp |
| Employer contribution / active EE | $1,564 | $3,421-54.3% | $2,815-44.4% | $4,742-67.0% |
| Participant deferral / active EE | $3,902 | $5,242-25.6% | $4,430-11.9% | $6,401-39.0% |
| Admin fee / account holder | $2,138 | $6,970-69.3% | $5,443-60.7% | $11,431-81.3% |