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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 | $65,008 | $129,959-50.0% | $104,301-37.7% | $134,532-51.7% |
| Participation rate | 75.0% | 79.5%-4.5pp | 73.3%+1.7pp | 81.2%-6.2pp |
| Annual return | -16.81% | 42.04%-58.9pp | 24.61%-41.4pp | 418.27%-435.1pp |
| Employer contribution / active EE | $1,507 | $4,185-64.0% | $3,373-55.3% | $4,741-68.2% |
| Participant deferral / active EE | $5,070 | $5,589-9.3% | $4,626+9.6% | $6,401-20.8% |
| Admin fee / account holder | $608 | $9,325-93.5% | $7,340-91.7% | $11,429-94.7% |