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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 | $66,105 | $82,324-19.7% | $68,803-3.9% | $134,545-50.9% |
| Participation rate | 71.4% | 75.1%-3.6pp | 69.0%+2.4pp | 81.2%-9.8pp |
| Annual return | -19.60% | -2.17%-17.4pp | -6.37%-13.2pp | 418.37%-438.0pp |
| Employer contribution / active EE | $2,710 | $3,302-17.9% | $2,656+2.0% | $4,742-42.9% |
| Participant deferral / active EE | $6,944 | $4,740+46.5% | $3,942+76.2% | $6,401+8.5% |
| Admin fee / account holder | $19,415 | $6,485+199.4% | $4,936+293.4% | $11,431+69.8% |