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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 | $56,880 | $152,542-62.7% | $117,498-51.6% | $134,509-57.7% |
| Participation rate | 72.7% | 77.1%-4.4pp | 70.6%+2.1pp | 81.2%-8.5pp |
| Annual return | -19.39% | 53.02%-72.4pp | 29.75%-49.1pp | 418.13%-437.5pp |
| Employer contribution / active EE | $4,100 | $5,574-26.4% | $4,178-1.9% | $4,741-13.5% |
| Participant deferral / active EE | $8,954 | $4,819+85.8% | $4,071+119.9% | $6,400+39.9% |
| Admin fee / account holder | $1,220 | $7,006-82.6% | $5,646-78.4% | $11,427-89.3% |