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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 | $67,434 | $95,188-29.2% | $76,518-11.9% | $135,380-50.2% |
| Participation rate | 80.0% | 74.4%+5.6pp | 68.0%+12.0pp | 82.6%-2.6pp |
| Annual return | -8.38% | 4.85%-13.2pp | -0.27%-8.1pp | 519.81%-528.2pp |
| Employer contribution / active EE | $3,987 | $3,303+20.7% | $2,647+50.6% | $4,779-16.6% |
| Participant deferral / active EE | $8,068 | $4,640+73.9% | $3,836+110.3% | $5,609+43.8% |
| Admin fee / account holder | $15,188 | $6,249+143.0% | $4,849+213.3% | $10,828+40.3% |