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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 | $72,800 | $152,597-52.3% | $117,533-38.1% | $134,532-45.9% |
| Participation rate | 75.0% | 77.1%-2.1pp | 70.6%+4.4pp | 81.2%-6.2pp |
| Annual return | -19.56% | 53.04%-72.6pp | 29.77%-49.3pp | 418.27%-437.8pp |
| Employer contribution / active EE | $626 | $5,576-88.8% | $4,179-85.0% | $4,741-86.8% |
| Participant deferral / active EE | $13,650 | $4,821+183.1% | $4,072+235.2% | $6,401+113.3% |
| Admin fee / account holder | $1,323 | $7,007-81.1% | $5,647-76.6% | $11,429-88.4% |