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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 | $91,506 | $99,644-8.2% | $86,438+5.9% | $134,532-32.0% |
| Participation rate | 75.0% | 82.1%-7.1pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -16.65% | 6787.26%-6803.9pp | 4397.19%-4413.8pp | 418.27%-434.9pp |
| Employer contribution / active EE | $2,311 | $4,402-47.5% | $3,769-38.7% | $4,741-51.3% |
| Participant deferral / active EE | $6,400 | $7,247-11.7% | $6,952-7.9% | $6,4010% |
| Admin fee / account holder | $1,058 | $8,375-87.4% | $6,733-84.3% | $11,429-90.7% |