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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 | $73,827 | $100,805-26.8% | $86,698-14.8% | $134,532-45.1% |
| Participation rate | 83.3% | 79.0%+4.4pp | 76.6%+6.7pp | 81.2%+2.1pp |
| Annual return | -17.84% | 29.09%-46.9pp | 35.95%-53.8pp | 418.27%-436.1pp |
| Employer contribution / active EE | $2,859 | $3,490-18.1% | $2,837+0.8% | $4,741-39.7% |
| Participant deferral / active EE | $6,640 | $5,339+24.4% | $4,656+42.6% | $6,401+3.7% |
| Admin fee / account holder | $7,822 | $10,925-28.4% | $7,493+4.4% | $11,429-31.6% |