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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 | $61,842 | $95,917-35.5% | $79,583-22.3% | $134,545-54.0% |
| Participation rate | 71.4% | 75.0%-3.6pp | 69.5%+1.9pp | 81.2%-9.8pp |
| Annual return | -16.49% | -2.70%-13.8pp | 0.16%-16.6pp | 418.37%-434.9pp |
| Employer contribution / active EE | $3,458 | $3,129+10.5% | $2,414+43.3% | $4,742-27.1% |
| Participant deferral / active EE | $5,465 | $4,694+16.4% | $3,986+37.1% | $6,401-14.6% |
| Admin fee / account holder | $397 | $9,132-95.7% | $6,835-94.2% | $11,431-96.5% |