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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 | $69,159 | $100,811-31.4% | $86,698-20.2% | $134,545-48.6% |
| Participation rate | 77.8% | 79.0%-1.2pp | 76.6%+1.2pp | 81.2%-3.5pp |
| Annual return | -17.97% | 29.11%-47.1pp | 35.96%-53.9pp | 418.37%-436.3pp |
| Employer contribution / active EE | $1,962 | $3,490-43.8% | $2,837-30.8% | $4,742-58.6% |
| Participant deferral / active EE | $3,344 | $5,339-37.4% | $4,656-28.2% | $6,401-47.8% |
| Admin fee / account holder | $649 | $10,926-94.1% | $7,492-91.3% | $11,431-94.3% |