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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 | $70,669 | $82,314-14.1% | $68,808+2.7% | $134,532-47.5% |
| Participation rate | 71.4% | 75.1%-3.6pp | 69.0%+2.4pp | 81.2%-9.8pp |
| Annual return | -17.89% | -2.18%-15.7pp | -6.37%-11.5pp | 418.27%-436.2pp |
| Employer contribution / active EE | $15,614 | $3,301+373.0% | $2,656+487.9% | $4,741+229.3% |
| Participant deferral / active EE | $9,197 | $4,740+94.0% | $3,942+133.3% | $6,401+43.7% |
| Admin fee / account holder | $1,118 | $6,484-82.8% | $4,936-77.3% | $11,429-90.2% |