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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 | $84,110 | $78,694+6.9% | $67,652+24.3% | $125,389-32.9% |
| Participation rate | 86.7% | 78.8%+7.9pp | 75.7%+11.0pp | 83.2%+3.5pp |
| Annual return | -1.78% | 9.46%-11.2pp | 6625.40%-6627.2pp | 282.24%-284.0pp |
| Employer contribution / active EE | $1,424 | $3,044-53.2% | $2,266-37.2% | $4,866-70.7% |
| Participant deferral / active EE | $6,296 | $4,292+46.7% | $3,560+76.9% | $5,352+17.6% |
| Admin fee / account holder | $848 | $7,403-88.5% | $4,821-82.4% | $9,541-91.1% |