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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 | $36,038 | $100,805-64.2% | $86,698-58.4% | $134,532-73.2% |
| Participation rate | 76.9% | 79.0%-2.0pp | 76.6%+0.3pp | 81.2%-4.3pp |
| Annual return | -15.54% | 29.09%-44.6pp | 35.95%-51.5pp | 418.27%-433.8pp |
| Employer contribution / active EE | $4,041 | $3,490+15.8% | $2,837+42.4% | $4,741-14.8% |
| Participant deferral / active EE | $2,522 | $5,339-52.8% | $4,656-45.8% | $6,401-60.6% |
| Admin fee / account holder | $2,578 | $10,925-76.4% | $7,493-65.6% | $11,429-77.4% |