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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 | $76,428 | $82,674-7.6% | $125,381-39.0% | $68,486+11.6% |
| Participation rate | 75.0% | 75.1%-0.1pp | 82.4%-7.4pp | 67.9%+7.1pp |
| Annual return | -18.95% | -5.97%-13.0pp | 572.31%-591.3pp | -7.85%-11.1pp |
| Employer contribution / active EE | $1,400 | $3,382-58.6% | $4,815-70.9% | $2,597-46.1% |
| Participant deferral / active EE | $10,294 | $6,111+68.5% | $7,448+38.2% | $4,028+155.6% |
| Admin fee / account holder | $833 | $6,277-86.7% | $10,007-91.7% | $5,404-84.6% |