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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 | $94,518 | $106,548-11.3% | $91,219+3.6% | $134,493-29.7% |
| Participation rate | 73.7% | 76.8%-3.1pp | 73.2%+0.5pp | 81.2%-7.5pp |
| Annual return | -20.69% | 160.69%-181.4pp | 114.06%-134.7pp | 418.01%-438.7pp |
| Employer contribution / active EE | $1,367 | $3,331-59.0% | $2,851-52.0% | $4,740-71.2% |
| Participant deferral / active EE | $3,048 | $4,719-35.4% | $4,234-28.0% | $6,400-52.4% |
| Admin fee / account holder | $2,467 | $6,233-60.4% | $5,421-54.5% | $11,425-78.4% |