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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 | $40,601 | $93,117-56.4% | $77,096-47.3% | $134,532-69.8% |
| Participation rate | 75.0% | 74.5%+0.5pp | 67.9%+7.1pp | 81.2%-6.2pp |
| Annual return | -15.98% | 62.67%-78.6pp | 42.35%-58.3pp | 418.27%-434.2pp |
| Employer contribution / active EE | $1,980 | $3,420-42.1% | $2,814-29.6% | $4,741-58.2% |
| Participant deferral / active EE | $6,815 | $5,241+30.0% | $4,429+53.9% | $6,401+6.5% |
| Admin fee / account holder | $891 | $6,948-87.2% | $5,428-83.6% | $11,429-92.2% |