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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 | $72,942 | $100,805-27.6% | $86,698-15.9% | $134,532-45.8% |
| Participation rate | 77.8% | 79.0%-1.2pp | 76.6%+1.2pp | 81.2%-3.5pp |
| Annual return | -16.15% | 29.09%-45.2pp | 35.95%-52.1pp | 418.27%-434.4pp |
| Employer contribution / active EE | $1,484 | $3,490-57.5% | $2,837-47.7% | $4,741-68.7% |
| Participant deferral / active EE | $2,189 | $5,339-59.0% | $4,656-53.0% | $6,401-65.8% |
| Admin fee / account holder | $638 | $10,925-94.2% | $7,493-91.5% | $11,429-94.4% |