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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 | $78,341 | $95,915-18.3% | $79,580-1.6% | $134,532-41.8% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -16.82% | -2.71%-14.1pp | 0.15%-17.0pp | 418.27%-435.1pp |
| Employer contribution / active EE | $11,688 | $3,129+273.6% | $2,413+384.3% | $4,741+146.5% |
| Participant deferral / active EE | $9,083 | $4,693+93.5% | $3,985+127.9% | $6,401+41.9% |
| Admin fee / account holder | $2,545 | $9,132-72.1% | $6,835-62.8% | $11,429-77.7% |