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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 | $69,760 | $133,981-47.9% | $112,249-37.9% | $134,532-48.1% |
| Participation rate | 70.0% | 78.6%-8.6pp | 75.1%-5.1pp | 81.2%-11.2pp |
| Annual return | -16.18% | 47.16%-63.3pp | 27.48%-43.7pp | 418.27%-434.5pp |
| Employer contribution / active EE | $4,398 | $4,040+8.9% | $3,636+20.9% | $4,741-7.2% |
| Participant deferral / active EE | $8,941 | $5,292+68.9% | $4,729+89.1% | $6,401+39.7% |
| Admin fee / account holder | $1,449 | $7,492-80.7% | $6,412-77.4% | $11,429-87.3% |