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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 | $77,001 | $100,805-23.6% | $86,698-11.2% | $134,532-42.8% |
| Participation rate | 73.3% | 79.0%-5.6pp | 76.6%-3.3pp | 81.2%-7.9pp |
| Annual return | -17.92% | 29.09%-47.0pp | 35.95%-53.9pp | 418.27%-436.2pp |
| Employer contribution / active EE | $5,602 | $3,490+60.5% | $2,837+97.5% | $4,741+18.2% |
| Participant deferral / active EE | $8,213 | $5,339+53.8% | $4,656+76.4% | $6,401+28.3% |
| Admin fee / account holder | $3,798 | $10,925-65.2% | $7,493-49.3% | $11,429-66.8% |