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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 | $82,549 | $142,392-42.0% | $119,622-31.0% | $134,532-38.6% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -16.74% | -12.46%-4.3pp | -14.98%-1.8pp | 418.27%-435.0pp |
| Employer contribution / active EE | $1,487 | $5,224-71.5% | $4,232-64.9% | $4,741-68.6% |
| Participant deferral / active EE | $10,296 | $6,467+59.2% | $5,601+83.8% | $6,401+60.9% |
| Admin fee / account holder | $387 | $13,593-97.2% | $10,328-96.3% | $11,429-96.6% |