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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 | $55,357 | $106,551-48.0% | $91,225-39.3% | $134,532-58.9% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | -13.63% | 160.78%-174.4pp | 114.12%-127.8pp | 418.27%-431.9pp |
| Employer contribution / active EE | $1,752 | $3,331-47.4% | $2,851-38.6% | $4,741-63.1% |
| Participant deferral / active EE | $7,592 | $4,718+60.9% | $4,233+79.3% | $6,401+18.6% |
| Admin fee / account holder | $632 | $6,234-89.9% | $5,422-88.3% | $11,429-94.5% |