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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 | $82,921 | $95,867-13.5% | $79,551+4.2% | $134,493-38.3% |
| Participation rate | 90.9% | 75.0%+15.9pp | 69.5%+21.4pp | 81.2%+9.7pp |
| Annual return | -16.92% | -2.73%-14.2pp | 0.14%-17.1pp | 418.01%-434.9pp |
| Employer contribution / active EE | $2,299 | $3,128-26.5% | $2,413-4.7% | $4,740-51.5% |
| Participant deferral / active EE | $5,145 | $4,692+9.7% | $3,985+29.1% | $6,400-19.6% |
| Admin fee / account holder | $4,400 | $9,127-51.8% | $6,833-35.6% | $11,425-61.5% |