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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 | $79,376 | $100,805-21.3% | $86,698-8.4% | $134,532-41.0% |
| Participation rate | 72.7% | 79.0%-6.2pp | 76.6%-3.9pp | 81.2%-8.5pp |
| Annual return | -11.76% | 29.09%-40.8pp | 35.95%-47.7pp | 418.27%-430.0pp |
| Employer contribution / active EE | $1,231 | $3,490-64.7% | $2,837-56.6% | $4,741-74.0% |
| Participant deferral / active EE | $2,389 | $5,339-55.2% | $4,656-48.7% | $6,401-62.7% |
| Admin fee / account holder | $10,615 | $10,925-2.8% | $7,493+41.7% | $11,429-7.1% |