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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 | $100,260 | $133,981-25.2% | $112,249-10.7% | $134,532-25.5% |
| Participation rate | 73.7% | 78.6%-4.9pp | 75.1%-1.4pp | 81.2%-7.5pp |
| Annual return | -18.89% | 47.16%-66.0pp | 27.48%-46.4pp | 418.27%-437.2pp |
| Employer contribution / active EE | $950 | $4,040-76.5% | $3,636-73.9% | $4,741-80.0% |
| Participant deferral / active EE | $4,722 | $5,292-10.8% | $4,729-0.2% | $6,401-26.2% |
| Admin fee / account holder | $6,213 | $7,492-17.1% | $6,412-3.1% | $11,429-45.6% |