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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 | $76,024 | $133,981-43.3% | $112,249-32.3% | $134,532-43.5% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.1%-3.6pp | 81.2%-9.8pp |
| Annual return | -5.30% | 47.16%-52.5pp | 27.48%-32.8pp | 418.27%-423.6pp |
| Employer contribution / active EE | $1,031 | $4,040-74.5% | $3,636-71.7% | $4,741-78.3% |
| Participant deferral / active EE | $3,943 | $5,292-25.5% | $4,729-16.6% | $6,401-38.4% |
| Admin fee / account holder | $891 | $7,492-88.1% | $6,412-86.1% | $11,429-92.2% |