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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 | $46,896 | $133,981-65.0% | $112,249-58.2% | $134,532-65.1% |
| Participation rate | 77.3% | 78.6%-1.3pp | 75.1%+2.2pp | 81.2%-4.0pp |
| Annual return | -18.79% | 47.16%-66.0pp | 27.48%-46.3pp | 418.27%-437.1pp |
| Employer contribution / active EE | $3,012 | $4,040-25.4% | $3,636-17.2% | $4,741-36.5% |
| Participant deferral / active EE | $7,135 | $5,292+34.8% | $4,729+50.9% | $6,401+11.5% |
| Admin fee / account holder | $11,556 | $7,492+54.3% | $6,412+80.2% | $11,429+1.1% |