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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 | $94,859 | $133,981-29.2% | $112,249-15.5% | $134,532-29.5% |
| Participation rate | 76.2% | 78.6%-2.4pp | 75.1%+1.1pp | 81.2%-5.0pp |
| Annual return | -12.41% | 47.16%-59.6pp | 27.48%-39.9pp | 418.27%-430.7pp |
| Employer contribution / active EE | $1,878 | $4,040-53.5% | $3,636-48.3% | $4,741-60.4% |
| Participant deferral / active EE | $3,218 | $5,292-39.2% | $4,729-31.9% | $6,401-49.7% |
| Admin fee / account holder | $6,917 | $7,492-7.7% | $6,412+7.9% | $11,429-39.5% |