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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 | $90,679 | $133,998-32.3% | $112,263-19.2% | $134,545-32.6% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -17.61% | 47.17%-64.8pp | 27.49%-45.1pp | 418.37%-436.0pp |
| Employer contribution / active EE | $2,727 | $4,040-32.5% | $3,636-25.0% | $4,742-42.5% |
| Participant deferral / active EE | $7,183 | $5,292+35.7% | $4,729+51.9% | $6,401+12.2% |
| Admin fee / account holder | $2,729 | $7,493-63.6% | $6,410-57.4% | $11,431-76.1% |