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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 | $85,617 | $105,867-19.1% | $90,760-5.7% | $134,532-36.4% |
| Participation rate | 83.3% | 78.3%+5.1pp | 75.7%+7.6pp | 81.2%+2.1pp |
| Annual return | -14.29% | -10.99%-3.3pp | -12.16%-2.1pp | 418.27%-432.6pp |
| Employer contribution / active EE | $2,232 | $3,464-35.6% | $2,922-23.6% | $4,741-52.9% |
| Participant deferral / active EE | $3,796 | $5,217-27.2% | $4,565-16.9% | $6,401-40.7% |
| Admin fee / account holder | $1,507 | $13,936-89.2% | $8,444-82.2% | $11,429-86.8% |