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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 | $116,100 | $129,960-10.7% | $104,299+11.3% | $134,545-13.7% |
| Participation rate | 70.0% | 79.5%-9.5pp | 73.3%-3.3pp | 81.2%-11.2pp |
| Annual return | -13.64% | 42.06%-55.7pp | 24.62%-38.3pp | 418.37%-432.0pp |
| Employer contribution / active EE | $2,328 | $4,186-44.4% | $3,373-31.0% | $4,742-50.9% |
| Participant deferral / active EE | $6,102 | $5,589+9.2% | $4,626+31.9% | $6,401-4.7% |
| Admin fee / account holder | $2,462 | $9,324-73.6% | $7,339-66.5% | $11,431-78.5% |