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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 | $94,863 | $100,805-5.9% | $86,698+9.4% | $134,532-29.5% |
| Participation rate | 71.4% | 79.0%-7.5pp | 76.6%-5.2pp | 81.2%-9.8pp |
| Annual return | -11.46% | 29.09%-40.5pp | 35.95%-47.4pp | 418.27%-429.7pp |
| Employer contribution / active EE | $1,657 | $3,490-52.5% | $2,837-41.6% | $4,741-65.1% |
| Participant deferral / active EE | $5,068 | $5,339-5.1% | $4,656+8.9% | $6,401-20.8% |
| Admin fee / account holder | $6,673 | $10,925-38.9% | $7,493-10.9% | $11,429-41.6% |