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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 | $58,447 | $92,219-36.6% | $76,767-23.9% | $135,380-56.8% |
| Participation rate | 80.0% | 79.8%+0.2pp | 77.0%+3.0pp | 82.6%-2.6pp |
| Annual return | -6.94% | 5.46%-12.4pp | 2.43%-9.4pp | 519.81%-526.7pp |
| Employer contribution / active EE | $2,300 | $3,216-28.5% | $2,485-7.4% | $4,779-51.9% |
| Participant deferral / active EE | $4,368 | $4,508-3.1% | $3,852+13.4% | $5,609-22.1% |
| Admin fee / account holder | $10,428 | $10,749-3.0% | $6,675+56.2% | $10,828-3.7% |