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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 | $69,147 | $100,805-31.4% | $86,698-20.2% | $134,532-48.6% |
| Participation rate | 76.9% | 79.0%-2.0pp | 76.6%+0.3pp | 81.2%-4.3pp |
| Annual return | -8.60% | 29.09%-37.7pp | 35.95%-44.5pp | 418.27%-426.9pp |
| Employer contribution / active EE | $1,439 | $3,490-58.8% | $2,837-49.3% | $4,741-69.7% |
| Participant deferral / active EE | $6,662 | $5,339+24.8% | $4,656+43.1% | $6,401+4.1% |
| Admin fee / account holder | $696 | $10,925-93.6% | $7,493-90.7% | $11,429-93.9% |