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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 | $93,809 | $93,117+0.7% | $77,096+21.7% | $134,532-30.3% |
| Participation rate | 72.7% | 74.5%-1.8pp | 67.9%+4.8pp | 81.2%-8.5pp |
| Annual return | -20.43% | 62.67%-83.1pp | 42.35%-62.8pp | 418.27%-438.7pp |
| Employer contribution / active EE | $2,894 | $3,420-15.4% | $2,814+2.8% | $4,741-39.0% |
| Participant deferral / active EE | $7,270 | $5,241+38.7% | $4,429+64.1% | $6,401+13.6% |
| Admin fee / account holder | $640 | $6,948-90.8% | $5,428-88.2% | $11,429-94.4% |