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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 | $58,207 | $133,998-56.6% | $112,263-48.2% | $134,545-56.7% |
| Participation rate | 76.2% | 78.6%-2.4pp | 75.1%+1.1pp | 81.2%-5.0pp |
| Annual return | -18.42% | 47.17%-65.6pp | 27.49%-45.9pp | 418.37%-436.8pp |
| Employer contribution / active EE | $2,131 | $4,040-47.3% | $3,636-41.4% | $4,742-55.1% |
| Participant deferral / active EE | $5,775 | $5,292+9.1% | $4,729+22.1% | $6,401-9.8% |
| Admin fee / account holder | $749 | $7,493-90.0% | $6,410-88.3% | $11,431-93.4% |