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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 | $80,330 | $129,960-38.2% | $104,299-23.0% | $134,545-40.3% |
| Participation rate | 76.9% | 79.5%-2.6pp | 73.3%+3.6pp | 81.2%-4.3pp |
| Annual return | -14.38% | 42.06%-56.4pp | 24.62%-39.0pp | 418.37%-432.7pp |
| Employer contribution / active EE | $2,282 | $4,186-45.5% | $3,373-32.4% | $4,742-51.9% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $6,813 | $9,324-26.9% | $7,339-7.2% | $11,431-40.4% |