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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 | $130,626 | $133,998-2.5% | $112,263+16.4% | $134,545-2.9% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -17.59% | 47.17%-64.8pp | 27.49%-45.1pp | 418.37%-436.0pp |
| Employer contribution / active EE | $1,397 | $4,040-65.4% | $3,636-61.6% | $4,742-70.5% |
| Participant deferral / active EE | $4,040 | $5,292-23.7% | $4,729-14.6% | $6,401-36.9% |
| Admin fee / account holder | $1,317 | $7,493-82.4% | $6,410-79.5% | $11,431-88.5% |