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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 | $78,273 | $82,314-4.9% | $68,808+13.8% | $134,532-41.8% |
| Participation rate | 85.7% | 75.1%+10.7pp | 69.0%+16.7pp | 81.2%+4.5pp |
| Annual return | -16.23% | -2.18%-14.1pp | -6.37%-9.9pp | 418.27%-434.5pp |
| Employer contribution / active EE | $1,198 | $3,301-63.7% | $2,656-54.9% | $4,741-74.7% |
| Participant deferral / active EE | $3,183 | $4,740-32.8% | $3,942-19.3% | $6,401-50.3% |
| Admin fee / account holder | $2,607 | $6,484-59.8% | $4,936-47.2% | $11,429-77.2% |