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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 | $56,083 | $93,117-39.8% | $77,096-27.3% | $134,532-58.3% |
| Participation rate | 79.2% | 74.5%+4.7pp | 67.9%+11.2pp | 81.2%-2.1pp |
| Annual return | -15.93% | 62.67%-78.6pp | 42.35%-58.3pp | 418.27%-434.2pp |
| Employer contribution / active EE | $2,196 | $3,420-35.8% | $2,814-22.0% | $4,741-53.7% |
| Participant deferral / active EE | $4,797 | $5,241-8.5% | $4,429+8.3% | $6,401-25.1% |
| Admin fee / account holder | $5,917 | $6,948-14.8% | $5,428+9.0% | $11,429-48.2% |