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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 | $100,387 | $105,867-5.2% | $90,760+10.6% | $134,532-25.4% |
| Participation rate | 80.0% | 78.3%+1.7pp | 75.7%+4.3pp | 81.2%-1.2pp |
| Annual return | -17.10% | -10.99%-6.1pp | -12.16%-4.9pp | 418.27%-435.4pp |
| Employer contribution / active EE | $1,582 | $3,464-54.3% | $2,922-45.9% | $4,741-66.6% |
| Participant deferral / active EE | $5,154 | $5,217-1.2% | $4,565+12.9% | $6,401-19.5% |
| Admin fee / account holder | $858 | $13,936-93.8% | $8,444-89.8% | $11,429-92.5% |