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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 | $78,681 | $100,805-21.9% | $86,698-9.2% | $134,532-41.5% |
| Participation rate | 71.4% | 79.0%-7.5pp | 76.6%-5.2pp | 81.2%-9.8pp |
| Annual return | -16.85% | 29.09%-45.9pp | 35.95%-52.8pp | 418.27%-435.1pp |
| Employer contribution / active EE | $2,953 | $3,490-15.4% | $2,837+4.1% | $4,741-37.7% |
| Participant deferral / active EE | $5,613 | $5,339+5.1% | $4,656+20.6% | $6,401-12.3% |
| Admin fee / account holder | $2,447 | $10,925-77.6% | $7,493-67.3% | $11,429-78.6% |