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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 | $32,269 | $133,998-75.9% | $112,263-71.3% | $134,545-76.0% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -16.56% | 47.17%-63.7pp | 27.49%-44.0pp | 418.37%-434.9pp |
| Employer contribution / active EE | $1,964 | $4,040-51.4% | $3,636-46.0% | $4,742-58.6% |
| Participant deferral / active EE | $3,980 | $5,292-24.8% | $4,729-15.8% | $6,401-37.8% |
| Admin fee / account holder | $4,082 | $7,493-45.5% | $6,410-36.3% | $11,431-64.3% |