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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 | $99,950 | $95,915+4.2% | $79,580+25.6% | $134,532-25.7% |
| Participation rate | 70.8% | 75.0%-4.2pp | 69.5%+1.3pp | 81.2%-10.4pp |
| Annual return | -11.32% | -2.71%-8.6pp | 0.15%-11.5pp | 418.27%-429.6pp |
| Employer contribution / active EE | $1,587 | $3,129-49.3% | $2,413-34.2% | $4,741-66.5% |
| Participant deferral / active EE | $2,426 | $4,693-48.3% | $3,985-39.1% | $6,401-62.1% |
| Admin fee / account holder | $900 | $9,132-90.1% | $6,835-86.8% | $11,429-92.1% |