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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 | $72,387 | $100,792-28.2% | $86,691-16.5% | $134,509-46.2% |
| Participation rate | 83.3% | 78.9%+4.4pp | 76.6%+6.7pp | 81.2%+2.1pp |
| Annual return | -14.54% | 29.08%-43.6pp | 35.94%-50.5pp | 418.13%-432.7pp |
| Employer contribution / active EE | $2,243 | $3,491-35.7% | $2,837-20.9% | $4,741-52.7% |
| Participant deferral / active EE | $5,062 | $5,339-5.2% | $4,656+8.7% | $6,400-20.9% |
| Admin fee / account holder | $1,626 | $10,924-85.1% | $7,492-78.3% | $11,427-85.8% |