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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 | $146,093 | $93,124+56.9% | $77,100+89.5% | $134,545+8.6% |
| Participation rate | 75.0% | 74.5%+0.5pp | 67.9%+7.1pp | 81.2%-6.2pp |
| Annual return | -9.94% | 62.68%-72.6pp | 42.35%-52.3pp | 418.37%-428.3pp |
| Employer contribution / active EE | $714 | $3,421-79.1% | $2,815-74.6% | $4,742-84.9% |
| Participant deferral / active EE | $4,757 | $5,242-9.2% | $4,430+7.4% | $6,401-25.7% |
| Admin fee / account holder | $1,279 | $6,970-81.6% | $5,443-76.5% | $11,431-88.8% |