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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 | $67,744 | $75,832-10.7% | $147,617-54.1% | $59,633+13.6% |
| Participation rate | 78.9% | 71.6%+7.4pp | 84.6%-5.7pp | 68.7%+10.3pp |
| Annual return | -1.69% | 0.37%-2.1pp | 61.98%-63.7pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $2,546 | $3,485-26.9% | $5,564-54.2% | $2,203+15.6% |
| Participant deferral / active EE | $3,351 | $3,131+7.1% | $4,895-31.5% | $3,192+5.0% |
| Admin fee / account holder | $17,633 | $5,986+194.6% | $11,612+51.9% | $4,297+310.4% |