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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 | $49,709 | $142,392-65.1% | $119,622-58.4% | $134,532-63.1% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -19.02% | -12.46%-6.6pp | -14.98%-4.0pp | 418.27%-437.3pp |
| Employer contribution / active EE | $2,366 | $5,224-54.7% | $4,232-44.1% | $4,741-50.1% |
| Participant deferral / active EE | $5,331 | $6,467-17.6% | $5,601-4.8% | $6,401-16.7% |
| Admin fee / account holder | $4,563 | $13,593-66.4% | $10,328-55.8% | $11,429-60.1% |