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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 | $96,790 | $129,960-25.5% | $104,299-7.2% | $134,545-28.1% |
| Participation rate | 77.3% | 79.5%-2.3pp | 73.3%+4.0pp | 81.2%-4.0pp |
| Annual return | -16.36% | 42.06%-58.4pp | 24.62%-41.0pp | 418.37%-434.7pp |
| Employer contribution / active EE | $1,275 | $4,186-69.5% | $3,373-62.2% | $4,742-73.1% |
| Participant deferral / active EE | $3,330 | $5,589-40.4% | $4,626-28.0% | $6,401-48.0% |
| Admin fee / account holder | $1,817 | $9,324-80.5% | $7,339-75.2% | $11,431-84.1% |