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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 | $70,615 | $78,694-10.3% | $67,652+4.4% | $125,393-43.7% |
| Participation rate | 80.0% | 78.8%+1.2pp | 75.7%+4.3pp | 83.2%-3.2pp |
| Annual return | -2.29% | 9.46%-11.7pp | 6625.04%-6627.3pp | 282.23%-284.5pp |
| Employer contribution / active EE | $4,189 | $3,044+37.6% | $2,266+84.9% | $4,866-13.9% |
| Participant deferral / active EE | $6,909 | $4,292+61.0% | $3,560+94.1% | $5,351+29.1% |
| Admin fee / account holder | $2,997 | $7,403-59.5% | $4,821-37.8% | $9,541-68.6% |