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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 | $77,605 | $100,792-23.0% | $86,691-10.5% | $134,509-42.3% |
| Participation rate | 72.7% | 78.9%-6.2pp | 76.6%-3.9pp | 81.2%-8.5pp |
| Annual return | -18.47% | 29.08%-47.5pp | 35.94%-54.4pp | 418.13%-436.6pp |
| Employer contribution / active EE | $2,151 | $3,491-38.4% | $2,837-24.2% | $4,741-54.6% |
| Participant deferral / active EE | $7,673 | $5,339+43.7% | $4,656+64.8% | $6,400+19.9% |
| Admin fee / account holder | $3,361 | $10,924-69.2% | $7,492-55.1% | $11,427-70.6% |