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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 | $59,897 | $167,533-64.2% | $151,645-60.5% | $134,545-55.5% |
| Participation rate | 85.0% | 88.4%-3.4pp | 87.5%-2.5pp | 81.2%+3.8pp |
| Annual return | -17.46% | 7.81%-25.3pp | 3.34%-20.8pp | 418.37%-435.8pp |
| Employer contribution / active EE | $4,038 | $6,828-40.9% | $6,165-34.5% | $4,742-14.8% |
| Participant deferral / active EE | $8,015 | $8,985-10.8% | $8,363-4.2% | $6,401+25.2% |
| Admin fee / account holder | $3,851 | $13,781-72.1% | $11,614-66.8% | $11,431-66.3% |