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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 | $86,473 | $95,915-9.8% | $79,580+8.7% | $134,532-35.7% |
| Participation rate | 81.0% | 75.0%+5.9pp | 69.5%+11.5pp | 81.2%-0.3pp |
| Annual return | -17.88% | -2.71%-15.2pp | 0.15%-18.0pp | 418.27%-436.2pp |
| Employer contribution / active EE | $1,605 | $3,129-48.7% | $2,413-33.5% | $4,741-66.2% |
| Participant deferral / active EE | $5,247 | $4,693+11.8% | $3,985+31.7% | $6,401-18.0% |
| Admin fee / account holder | $7,456 | $9,132-18.3% | $6,835+9.1% | $11,429-34.8% |