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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 | $96,247 | $105,867-9.1% | $90,760+6.0% | $134,532-28.5% |
| Participation rate | 85.7% | 78.3%+7.5pp | 75.7%+10.0pp | 81.2%+4.5pp |
| Annual return | -19.76% | -10.99%-8.8pp | -12.16%-7.6pp | 418.27%-438.0pp |
| Employer contribution / active EE | $947 | $3,464-72.7% | $2,922-67.6% | $4,741-80.0% |
| Participant deferral / active EE | $5,596 | $5,217+7.3% | $4,565+22.6% | $6,401-12.6% |
| Admin fee / account holder | $1,116 | $13,936-92.0% | $8,444-86.8% | $11,429-90.2% |