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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 | $93,080 | $100,805-7.7% | $86,698+7.4% | $134,532-30.8% |
| Participation rate | 81.8% | 79.0%+2.9pp | 76.6%+5.2pp | 81.2%+0.6pp |
| Annual return | -18.21% | 29.09%-47.3pp | 35.95%-54.2pp | 418.27%-436.5pp |
| Employer contribution / active EE | $2,093 | $3,490-40.0% | $2,837-26.2% | $4,741-55.9% |
| Participant deferral / active EE | $5,264 | $5,339-1.4% | $4,656+13.1% | $6,401-17.8% |
| Admin fee / account holder | $2,802 | $10,925-74.4% | $7,493-62.6% | $11,429-75.5% |