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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 | $79,630 | $105,867-24.8% | $90,760-12.3% | $134,532-40.8% |
| Participation rate | 88.2% | 78.3%+10.0pp | 75.7%+12.5pp | 81.2%+7.0pp |
| Annual return | -18.81% | -10.99%-7.8pp | -12.16%-6.7pp | 418.27%-437.1pp |
| Employer contribution / active EE | $1,646 | $3,464-52.5% | $2,922-43.6% | $4,741-65.3% |
| Participant deferral / active EE | $5,581 | $5,217+7.0% | $4,565+22.3% | $6,401-12.8% |
| Admin fee / account holder | $4,623 | $13,936-66.8% | $8,444-45.2% | $11,429-59.5% |