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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 | $92,226 | $127,096-27.4% | $105,736-12.8% | $135,380-31.9% |
| Participation rate | 81.8% | 82.7%-0.9pp | 76.3%+5.5pp | 82.6%-0.8pp |
| Annual return | -6.87% | 4.49%-11.4pp | 6.27%-13.1pp | 519.81%-526.7pp |
| Employer contribution / active EE | $4,076 | $4,107-0.8% | $3,268+24.7% | $4,779-14.7% |
| Participant deferral / active EE | $8,500 | $5,064+67.8% | $4,080+108.3% | $5,609+51.5% |
| Admin fee / account holder | $362 | $9,087-96.0% | $6,913-94.8% | $10,828-96.7% |