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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 | $111,892 | $152,591-26.7% | $117,529-4.8% | $134,545-16.8% |
| Participation rate | 75.0% | 77.1%-2.1pp | 70.6%+4.4pp | 81.2%-6.2pp |
| Annual return | -16.13% | 53.04%-69.2pp | 29.77%-45.9pp | 418.37%-434.5pp |
| Employer contribution / active EE | $584 | $5,576-89.5% | $4,179-86.0% | $4,742-87.7% |
| Participant deferral / active EE | $10,954 | $4,821+127.2% | $4,072+169.0% | $6,401+71.1% |
| Admin fee / account holder | $1,403 | $7,004-80.0% | $5,645-75.2% | $11,431-87.7% |