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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 | $72,384 | $133,981-46.0% | $112,249-35.5% | $134,532-46.2% |
| Participation rate | 70.0% | 78.6%-8.6pp | 75.1%-5.1pp | 81.2%-11.2pp |
| Annual return | -17.53% | 47.16%-64.7pp | 27.48%-45.0pp | 418.27%-435.8pp |
| Employer contribution / active EE | $2,835 | $4,040-29.8% | $3,636-22.0% | $4,741-40.2% |
| Participant deferral / active EE | $5,242 | $5,292-0.9% | $4,729+10.9% | $6,401-18.1% |
| Admin fee / account holder | $913 | $7,492-87.8% | $6,412-85.8% | $11,429-92.0% |