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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 | $44,332 | $133,998-66.9% | $112,263-60.5% | $134,545-67.1% |
| Participation rate | 77.3% | 78.6%-1.3pp | 75.1%+2.2pp | 81.2%-4.0pp |
| Annual return | -14.98% | 47.17%-62.2pp | 27.49%-42.5pp | 418.37%-433.4pp |
| Employer contribution / active EE | $9,885 | $4,040+144.7% | $3,636+171.8% | $4,742+108.5% |
| Participant deferral / active EE | $4,731 | $5,292-10.6% | $4,7290% | $6,401-26.1% |
| Admin fee / account holder | $1,872 | $7,493-75.0% | $6,410-70.8% | $11,431-83.6% |