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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 | $50,916 | $133,998-62.0% | $112,263-54.6% | $134,545-62.2% |
| Participation rate | 70.0% | 78.6%-8.6pp | 75.1%-5.1pp | 81.2%-11.2pp |
| Annual return | -16.31% | 47.17%-63.5pp | 27.49%-43.8pp | 418.37%-434.7pp |
| Employer contribution / active EE | $2,629 | $4,040-34.9% | $3,636-27.7% | $4,742-44.5% |
| Participant deferral / active EE | $4,765 | $5,292-10.0% | $4,729+0.8% | $6,401-25.6% |
| Admin fee / account holder | $5,806 | $7,493-22.5% | $6,410-9.4% | $11,431-49.2% |