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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 | $80,249 | $95,915-16.3% | $79,580+0.8% | $134,532-40.3% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -18.50% | -2.71%-15.8pp | 0.15%-18.7pp | 418.27%-436.8pp |
| Employer contribution / active EE | $1,452 | $3,129-53.6% | $2,413-39.8% | $4,741-69.4% |
| Participant deferral / active EE | $8,384 | $4,693+78.6% | $3,985+110.4% | $6,401+31.0% |
| Admin fee / account holder | $1,454 | $9,132-84.1% | $6,835-78.7% | $11,429-87.3% |