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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 | $75,517 | $95,188-20.7% | $76,518-1.3% | $135,380-44.2% |
| Participation rate | 77.8% | 74.4%+3.4pp | 68.0%+9.8pp | 82.6%-4.9pp |
| Annual return | -9.36% | 4.85%-14.2pp | -0.27%-9.1pp | 519.81%-529.2pp |
| Employer contribution / active EE | $1,488 | $3,303-54.9% | $2,647-43.8% | $4,779-68.9% |
| Participant deferral / active EE | $4,393 | $4,640-5.3% | $3,836+14.5% | $5,609-21.7% |
| Admin fee / account holder | $1,587 | $6,249-74.6% | $4,849-67.3% | $10,828-85.3% |