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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 | $52,597 | $133,998-60.7% | $112,263-53.1% | $134,545-60.9% |
| Participation rate | 78.9% | 78.6%+0.4pp | 75.1%+3.9pp | 81.2%-2.3pp |
| Annual return | -18.94% | 47.17%-66.1pp | 27.49%-46.4pp | 418.37%-437.3pp |
| Employer contribution / active EE | $2,747 | $4,040-32.0% | $3,636-24.5% | $4,742-42.1% |
| Participant deferral / active EE | $5,589 | $5,292+5.6% | $4,729+18.2% | $6,401-12.7% |
| Admin fee / account holder | $4,050 | $7,493-45.9% | $6,410-36.8% | $11,431-64.6% |