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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 | $28,106 | $93,124-69.8% | $77,100-63.5% | $134,545-79.1% |
| Participation rate | 72.2% | 74.5%-2.3pp | 67.9%+4.3pp | 81.2%-9.0pp |
| Annual return | -20.13% | 62.68%-82.8pp | 42.35%-62.5pp | 418.37%-438.5pp |
| Employer contribution / active EE | $2,871 | $3,421-16.1% | $2,815+2.0% | $4,742-39.4% |
| Participant deferral / active EE | $6,215 | $5,242+18.6% | $4,430+40.3% | $6,401-2.9% |
| Admin fee / account holder | $324 | $6,970-95.4% | $5,443-94.1% | $11,431-97.2% |