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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 | $56,341 | $82,288-31.5% | $68,794-18.1% | $134,509-58.1% |
| Participation rate | 83.3% | 75.1%+8.3pp | 69.0%+14.3pp | 81.2%+2.1pp |
| Annual return | -19.03% | -2.19%-16.8pp | -6.37%-12.7pp | 418.13%-437.2pp |
| Employer contribution / active EE | $2,092 | $3,301-36.6% | $2,656-21.2% | $4,741-55.9% |
| Participant deferral / active EE | $5,843 | $4,738+23.3% | $3,941+48.2% | $6,400-8.7% |
| Admin fee / account holder | $1,937 | $6,482-70.1% | $4,934-60.7% | $11,427-83.0% |