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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 | $98,287 | $105,866-7.2% | $90,766+8.3% | $134,545-26.9% |
| Participation rate | 75.0% | 78.3%-3.3pp | 75.7%-0.7pp | 81.2%-6.2pp |
| Annual return | -17.58% | -10.99%-6.6pp | -12.16%-5.4pp | 418.37%-435.9pp |
| Employer contribution / active EE | $2,768 | $3,464-20.1% | $2,922-5.3% | $4,742-41.6% |
| Participant deferral / active EE | $7,161 | $5,217+37.3% | $4,565+56.9% | $6,401+11.9% |
| Admin fee / account holder | $671 | $13,938-95.2% | $8,446-92.1% | $11,431-94.1% |