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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 | $73,256 | $69,012+6.1% | $160,009-54.2% | $68,486+7.0% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -8.48% | -9.65%+1.2pp | 408.85%-417.3pp | -7.85%-0.6pp |
| Employer contribution / active EE | $8,705 | $2,212+293.5% | $4,225+106.0% | $2,597+235.3% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $6,183-100.0% | $4,028-100.0% |
| Admin fee / account holder | $6,516 | $4,798+35.8% | $8,715-25.2% | $5,404+20.6% |