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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 | $79,195 | $133,981-40.9% | $112,249-29.4% | $134,532-41.1% |
| Participation rate | 76.5% | 78.6%-2.1pp | 75.1%+1.4pp | 81.2%-4.8pp |
| Annual return | -15.12% | 47.16%-62.3pp | 27.48%-42.6pp | 418.27%-433.4pp |
| Employer contribution / active EE | $939 | $4,040-76.8% | $3,636-74.2% | $4,741-80.2% |
| Participant deferral / active EE | $2,589 | $5,292-51.1% | $4,729-45.3% | $6,401-59.6% |
| Admin fee / account holder | $2,645 | $7,492-64.7% | $6,412-58.8% | $11,429-76.9% |