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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 | $94,956 | $100,792-5.8% | $86,691+9.5% | $134,509-29.4% |
| Participation rate | 71.4% | 78.9%-7.5pp | 76.6%-5.2pp | 81.2%-9.8pp |
| Annual return | -12.74% | 29.08%-41.8pp | 35.94%-48.7pp | 418.13%-430.9pp |
| Employer contribution / active EE | $1,445 | $3,491-58.6% | $2,837-49.1% | $4,741-69.5% |
| Participant deferral / active EE | $6,523 | $5,339+22.2% | $4,656+40.1% | $6,400+1.9% |
| Admin fee / account holder | $330 | $10,924-97.0% | $7,492-95.6% | $11,427-97.1% |