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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 | $78,842 | $95,895-17.8% | $79,576-0.9% | $134,509-41.4% |
| Participation rate | 76.2% | 75.0%+1.2pp | 69.5%+6.7pp | 81.2%-5.0pp |
| Annual return | -11.97% | -2.72%-9.2pp | 0.15%-12.1pp | 418.13%-430.1pp |
| Employer contribution / active EE | $1,234 | $3,128-60.5% | $2,413-48.9% | $4,741-74.0% |
| Participant deferral / active EE | $4,355 | $4,693-7.2% | $3,985+9.3% | $6,400-32.0% |
| Admin fee / account holder | $7,461 | $9,129-18.3% | $6,834+9.2% | $11,427-34.7% |