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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 | $34,501 | $133,998-74.3% | $112,263-69.3% | $134,545-74.4% |
| Participation rate | 76.9% | 78.6%-1.6pp | 75.1%+1.9pp | 81.2%-4.3pp |
| Annual return | -16.45% | 47.17%-63.6pp | 27.49%-43.9pp | 418.37%-434.8pp |
| Employer contribution / active EE | $820 | $4,040-79.7% | $3,636-77.4% | $4,742-82.7% |
| Participant deferral / active EE | $2,761 | $5,292-47.8% | $4,729-41.6% | $6,401-56.9% |
| Admin fee / account holder | $4,301 | $7,493-42.6% | $6,410-32.9% | $11,431-62.4% |