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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 | $80,621 | $92,219-12.6% | $76,768+5.0% | $135,379-40.4% |
| Participation rate | 90.0% | 79.8%+10.2pp | 77.0%+13.0pp | 82.6%+7.4pp |
| Annual return | -6.35% | 5.46%-11.8pp | 2.43%-8.8pp | 519.79%-526.1pp |
| Employer contribution / active EE | $1,782 | $3,216-44.6% | $2,485-28.3% | $4,779-62.7% |
| Participant deferral / active EE | $2,202 | $4,508-51.2% | $3,852-42.8% | $5,609-60.7% |
| Admin fee / account holder | $4,060 | $10,749-62.2% | $6,675-39.2% | $10,828-62.5% |