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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 | $65,112 | $133,981-51.4% | $112,249-42.0% | $134,532-51.6% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.1%+2.7pp | 81.2%-3.5pp |
| Annual return | -18.03% | 47.16%-65.2pp | 27.48%-45.5pp | 418.27%-436.3pp |
| Employer contribution / active EE | $1,970 | $4,040-51.2% | $3,636-45.8% | $4,741-58.4% |
| Participant deferral / active EE | $4,216 | $5,292-20.3% | $4,729-10.9% | $6,401-34.1% |
| Admin fee / account holder | $687 | $7,492-90.8% | $6,412-89.3% | $11,429-94.0% |