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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 | $115,082 | $133,998-14.1% | $112,263+2.5% | $134,545-14.5% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -16.66% | 47.17%-63.8pp | 27.49%-44.1pp | 418.37%-435.0pp |
| Employer contribution / active EE | $2,343 | $4,040-42.0% | $3,636-35.6% | $4,742-50.6% |
| Participant deferral / active EE | $6,604 | $5,292+24.8% | $4,729+39.6% | $6,401+3.2% |
| Admin fee / account holder | $2,095 | $7,493-72.0% | $6,410-67.3% | $11,431-81.7% |