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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 | $96,826 | $100,811-4.0% | $86,698+11.7% | $134,545-28.0% |
| Participation rate | 75.0% | 79.0%-4.0pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -18.62% | 29.11%-47.7pp | 35.96%-54.6pp | 418.37%-437.0pp |
| Employer contribution / active EE | $5,521 | $3,490+58.2% | $2,837+94.6% | $4,742+16.4% |
| Participant deferral / active EE | $6,889 | $5,339+29.0% | $4,656+48.0% | $6,401+7.6% |
| Admin fee / account holder | $2,954 | $10,926-73.0% | $7,492-60.6% | $11,431-74.2% |