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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 | $45,936 | $100,792-54.4% | $86,691-47.0% | $134,509-65.8% |
| Participation rate | 77.8% | 78.9%-1.2pp | 76.6%+1.2pp | 81.2%-3.5pp |
| Annual return | -16.21% | 29.08%-45.3pp | 35.94%-52.2pp | 418.13%-434.3pp |
| Employer contribution / active EE | $1,277 | $3,491-63.4% | $2,837-55.0% | $4,741-73.1% |
| Participant deferral / active EE | $3,756 | $5,339-29.7% | $4,656-19.3% | $6,400-41.3% |
| Admin fee / account holder | $7,777 | $10,924-28.8% | $7,492+3.8% | $11,427-31.9% |