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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 | $76,983 | $100,805-23.6% | $86,698-11.2% | $134,532-42.8% |
| Participation rate | 77.8% | 79.0%-1.2pp | 76.6%+1.2pp | 81.2%-3.5pp |
| Annual return | -16.41% | 29.09%-45.5pp | 35.95%-52.4pp | 418.27%-434.7pp |
| Employer contribution / active EE | $1,856 | $3,490-46.8% | $2,837-34.6% | $4,741-60.8% |
| Participant deferral / active EE | $5,005 | $5,339-6.3% | $4,656+7.5% | $6,401-21.8% |
| Admin fee / account holder | $7,813 | $10,925-28.5% | $7,493+4.3% | $11,429-31.6% |