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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 | $59,204 | $27,639+114.2% | $61,501-3.7% | $68,490-13.6% |
| Participation rate | 95.1% | 39.5%+55.6pp | 52.6%+42.5pp | 67.9%+27.2pp |
| Annual return | -17.50% | -13.19%-4.3pp | 339.04%-356.5pp | -7.85%-9.6pp |
| Employer contribution / active EE | $1,074 | $696+54.3% | $1,160-7.4% | $2,597-58.6% |
| Participant deferral / active EE | $4,765 | $1,264+277.1% | $2,125+124.3% | $4,028+18.3% |
| Admin fee / account holder | $6,779 | $2,012+236.9% | $2,132+218.0% | $5,403+25.5% |