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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 | $66,380 | $105,866-37.3% | $90,766-26.9% | $134,545-50.7% |
| Participation rate | 80.0% | 78.3%+1.7pp | 75.7%+4.3pp | 81.2%-1.2pp |
| Annual return | -16.33% | -10.99%-5.3pp | -12.16%-4.2pp | 418.37%-434.7pp |
| Employer contribution / active EE | $3,436 | $3,464-0.8% | $2,922+17.6% | $4,742-27.5% |
| Participant deferral / active EE | $5,611 | $5,217+7.6% | $4,565+22.9% | $6,401-12.3% |
| Admin fee / account holder | $324 | $13,938-97.7% | $8,446-96.2% | $11,431-97.2% |