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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 | $76,494 | $100,805-24.1% | $86,698-11.8% | $134,532-43.1% |
| Participation rate | 80.0% | 79.0%+1.0pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -15.67% | 29.09%-44.8pp | 35.95%-51.6pp | 418.27%-433.9pp |
| Employer contribution / active EE | $2,856 | $3,490-18.2% | $2,837+0.7% | $4,741-39.8% |
| Participant deferral / active EE | $13,663 | $5,339+155.9% | $4,656+193.4% | $6,401+113.5% |
| Admin fee / account holder | $3,793 | $10,925-65.3% | $7,493-49.4% | $11,429-66.8% |