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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 | $26,571 | $133,983-80.2% | $112,244-76.3% | $134,493-80.2% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.1%+2.7pp | 81.2%-3.4pp |
| Annual return | -16.77% | 47.13%-63.9pp | 27.46%-44.2pp | 418.01%-434.8pp |
| Employer contribution / active EE | $2,355 | $4,039-41.7% | $3,635-35.2% | $4,740-50.3% |
| Participant deferral / active EE | $3,247 | $5,291-38.6% | $4,728-31.3% | $6,400-49.3% |
| Admin fee / account holder | $421 | $7,490-94.4% | $6,411-93.4% | $11,425-96.3% |