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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 | $76,424 | $152,597-49.9% | $117,533-35.0% | $134,532-43.2% |
| Participation rate | 80.0% | 77.1%+2.9pp | 70.6%+9.4pp | 81.2%-1.2pp |
| Annual return | -19.65% | 53.04%-72.7pp | 29.77%-49.4pp | 418.27%-437.9pp |
| Employer contribution / active EE | $3,268 | $5,576-41.4% | $4,179-21.8% | $4,741-31.1% |
| Participant deferral / active EE | $12,702 | $4,821+163.5% | $4,072+211.9% | $6,401+98.4% |
| Admin fee / account holder | $338 | $7,007-95.2% | $5,647-94.0% | $11,429-97.0% |