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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 | $89,894 | $95,917-6.3% | $79,583+13.0% | $134,545-33.2% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -14.86% | -2.70%-12.2pp | 0.16%-15.0pp | 418.37%-433.2pp |
| Employer contribution / active EE | $2,963 | $3,129-5.3% | $2,414+22.7% | $4,742-37.5% |
| Participant deferral / active EE | $9,315 | $4,694+98.4% | $3,986+133.7% | $6,401+45.5% |
| Admin fee / account holder | $26,377 | $9,132+188.8% | $6,835+285.9% | $11,431+130.8% |