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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 | $51,752 | $142,409-63.7% | $119,634-56.7% | $134,545-61.5% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -17.20% | -12.46%-4.7pp | -14.98%-2.2pp | 418.37%-435.6pp |
| Employer contribution / active EE | $2,013 | $5,224-61.5% | $4,232-52.4% | $4,742-57.5% |
| Participant deferral / active EE | $3,599 | $6,468-44.4% | $5,601-35.7% | $6,401-43.8% |
| Admin fee / account holder | $3,232 | $13,594-76.2% | $10,329-68.7% | $11,431-71.7% |