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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 | $106,150 | $133,998-20.8% | $112,263-5.4% | $134,545-21.1% |
| Participation rate | 76.5% | 78.6%-2.1pp | 75.1%+1.4pp | 81.2%-4.8pp |
| Annual return | -15.08% | 47.17%-62.3pp | 27.49%-42.6pp | 418.37%-433.5pp |
| Employer contribution / active EE | $2,434 | $4,040-39.8% | $3,636-33.1% | $4,742-48.7% |
| Participant deferral / active EE | $5,228 | $5,292-1.2% | $4,729+10.5% | $6,401-18.3% |
| Admin fee / account holder | $1,023 | $7,493-86.3% | $6,410-84.0% | $11,431-91.1% |