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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 | $83,968 | $82,674+1.6% | $125,381-33.0% | $68,486+22.6% |
| Participation rate | 76.7% | 75.1%+1.6pp | 82.4%-5.7pp | 67.9%+8.8pp |
| Annual return | -10.71% | -5.97%-4.7pp | 572.31%-583.0pp | -7.85%-2.9pp |
| Employer contribution / active EE | $2,030 | $3,382-40.0% | $4,815-57.8% | $2,597-21.8% |
| Participant deferral / active EE | $4,280 | $6,111-30.0% | $7,448-42.5% | $4,028+6.3% |
| Admin fee / account holder | $588 | $6,277-90.6% | $10,007-94.1% | $5,404-89.1% |