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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 | $88,439 | $91,911-3.8% | $68,612+28.9% | $135,380-34.7% |
| Participation rate | 80.0% | 76.7%+3.3pp | 72.2%+7.8pp | 82.6%-2.6pp |
| Annual return | -7.30% | -8.22%+0.9pp | -4.63%-2.7pp | 519.81%-527.1pp |
| Employer contribution / active EE | $1,396 | $3,924-64.4% | $2,625-46.8% | $4,779-70.8% |
| Participant deferral / active EE | $3,756 | $4,315-13.0% | $3,311+13.4% | $5,609-33.0% |
| Admin fee / account holder | $1,115 | $9,240-87.9% | $5,131-78.3% | $10,828-89.7% |