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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 | $85,351 | $82,324+3.7% | $68,803+24.1% | $134,545-36.6% |
| Participation rate | 70.6% | 75.1%-4.5pp | 69.0%+1.6pp | 81.2%-10.6pp |
| Annual return | -15.40% | -2.17%-13.2pp | -6.37%-9.0pp | 418.37%-433.8pp |
| Employer contribution / active EE | $2,128 | $3,302-35.6% | $2,656-19.9% | $4,742-55.1% |
| Participant deferral / active EE | $5,996 | $4,740+26.5% | $3,942+52.1% | $6,401-6.3% |
| Admin fee / account holder | $5,288 | $6,485-18.5% | $4,936+7.1% | $11,431-53.7% |