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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 | $42,110 | $134,001-68.6% | $112,258-62.5% | $134,509-68.7% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -19.08% | 47.15%-66.2pp | 27.47%-46.6pp | 418.13%-437.2pp |
| Employer contribution / active EE | $1,021 | $4,039-74.7% | $3,636-71.9% | $4,741-78.5% |
| Participant deferral / active EE | $3,231 | $5,291-38.9% | $4,728-31.7% | $6,400-49.5% |
| Admin fee / account holder | $2,020 | $7,491-73.0% | $6,411-68.5% | $11,427-82.3% |