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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 | $52,828 | $134,001-60.6% | $112,258-52.9% | $134,509-60.7% |
| Participation rate | 72.7% | 78.6%-5.8pp | 75.1%-2.3pp | 81.2%-8.5pp |
| Annual return | -12.80% | 47.15%-59.9pp | 27.47%-40.3pp | 418.13%-430.9pp |
| Employer contribution / active EE | $2,992 | $4,039-25.9% | $3,636-17.7% | $4,741-36.9% |
| Participant deferral / active EE | $6,500 | $5,291+22.8% | $4,728+37.5% | $6,400+1.6% |
| Admin fee / account holder | $1,240 | $7,491-83.5% | $6,411-80.7% | $11,427-89.2% |