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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 | $88,020 | $95,915-8.2% | $79,580+10.6% | $134,532-34.6% |
| Participation rate | 70.0% | 75.0%-5.0pp | 69.5%+0.5pp | 81.2%-11.2pp |
| Annual return | -14.81% | -2.71%-12.1pp | 0.15%-15.0pp | 418.27%-433.1pp |
| Employer contribution / active EE | $3,731 | $3,129+19.3% | $2,413+54.6% | $4,741-21.3% |
| Participant deferral / active EE | $4,891 | $4,693+4.2% | $3,985+22.7% | $6,401-23.6% |
| Admin fee / account holder | $13,539 | $9,132+48.3% | $6,835+98.1% | $11,429+18.5% |