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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 | $73,245 | $93,117-21.3% | $77,096-5.0% | $134,532-45.6% |
| Participation rate | 75.0% | 74.5%+0.5pp | 67.9%+7.1pp | 81.2%-6.2pp |
| Annual return | -12.26% | 62.67%-74.9pp | 42.35%-54.6pp | 418.27%-430.5pp |
| Employer contribution / active EE | $785 | $3,420-77.1% | $2,814-72.1% | $4,741-83.4% |
| Participant deferral / active EE | $3,797 | $5,241-27.6% | $4,429-14.3% | $6,401-40.7% |
| Admin fee / account holder | $1,294 | $6,948-81.4% | $5,428-76.2% | $11,429-88.7% |