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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 | $118,500 | $95,188+24.5% | $76,518+54.9% | $135,379-12.5% |
| Participation rate | 71.4% | 74.4%-3.0pp | 68.0%+3.4pp | 82.6%-11.2pp |
| Annual return | -6.27% | 4.85%-11.1pp | -0.27%-6.0pp | 519.79%-526.1pp |
| Employer contribution / active EE | $1,065 | $3,303-67.7% | $2,647-59.8% | $4,779-77.7% |
| Participant deferral / active EE | $1,462 | $4,640-68.5% | $3,836-61.9% | $5,609-73.9% |
| Admin fee / account holder | $808 | $6,249-87.1% | $4,849-83.3% | $10,828-92.5% |