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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 | $25,976 | $133,998-80.6% | $112,263-76.9% | $134,545-80.7% |
| Participation rate | 76.9% | 78.6%-1.6pp | 75.1%+1.9pp | 81.2%-4.3pp |
| Annual return | -17.01% | 47.17%-64.2pp | 27.49%-44.5pp | 418.37%-435.4pp |
| Employer contribution / active EE | $6,642 | $4,040+64.4% | $3,636+82.7% | $4,742+40.1% |
| Participant deferral / active EE | $3,448 | $5,292-34.9% | $4,729-27.1% | $6,401-46.1% |
| Admin fee / account holder | $915 | $7,493-87.8% | $6,410-85.7% | $11,431-92.0% |