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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 | $51,669 | $134,001-61.4% | $112,258-54.0% | $134,509-61.6% |
| Participation rate | 76.9% | 78.6%-1.6pp | 75.1%+1.9pp | 81.2%-4.3pp |
| Annual return | -16.61% | 47.15%-63.8pp | 27.47%-44.1pp | 418.13%-434.7pp |
| Employer contribution / active EE | $2,776 | $4,039-31.3% | $3,636-23.7% | $4,741-41.4% |
| Participant deferral / active EE | $6,380 | $5,291+20.6% | $4,728+34.9% | $6,400-0.3% |
| Admin fee / account holder | $4,783 | $7,491-36.1% | $6,411-25.4% | $11,427-58.1% |