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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 | $67,312 | $134,001-49.8% | $112,258-40.0% | $134,509-50.0% |
| Participation rate | 79.2% | 78.6%+0.6pp | 75.1%+4.1pp | 81.2%-2.1pp |
| Annual return | -15.80% | 47.15%-63.0pp | 27.47%-43.3pp | 418.13%-433.9pp |
| Employer contribution / active EE | $2,172 | $4,039-46.2% | $3,636-40.3% | $4,741-54.2% |
| Participant deferral / active EE | $4,506 | $5,291-14.8% | $4,728-4.7% | $6,400-29.6% |
| Admin fee / account holder | $1,898 | $7,491-74.7% | $6,411-70.4% | $11,427-83.4% |