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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 | $49,586 | $93,117-46.7% | $77,096-35.7% | $134,532-63.1% |
| Participation rate | 71.4% | 74.5%-3.1pp | 67.9%+3.5pp | 81.2%-9.8pp |
| Annual return | -18.10% | 62.67%-80.8pp | 42.35%-60.4pp | 418.27%-436.4pp |
| Employer contribution / active EE | $2,357 | $3,420-31.1% | $2,814-16.2% | $4,741-50.3% |
| Participant deferral / active EE | $3,170 | $5,241-39.5% | $4,429-28.4% | $6,401-50.5% |
| Admin fee / account holder | $6,297 | $6,948-9.4% | $5,428+16.0% | $11,429-44.9% |