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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 | $90,000 | $82,674+8.9% | $125,363-28.2% | $68,495+31.4% |
| Participation rate | 75.9% | 75.0%+0.8pp | 82.4%-6.5pp | 67.9%+8.0pp |
| Annual return | -17.76% | -5.97%-11.8pp | 572.15%-589.9pp | -7.84%-9.9pp |
| Employer contribution / active EE | $800 | $3,382-76.3% | $4,815-83.4% | $2,596-69.2% |
| Participant deferral / active EE | $9,178 | $6,111+50.2% | $7,447+23.2% | $4,028+127.9% |
| Admin fee / account holder | $7,783 | $6,276+24.0% | $10,005-22.2% | $5,403+44.0% |