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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 | $79,480 | $69,012+15.2% | $160,009-50.3% | $68,486+16.1% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -16.34% | -9.65%-6.7pp | 408.85%-425.2pp | -7.85%-8.5pp |
| Employer contribution / active EE | $3,184 | $2,212+43.9% | $4,225-24.6% | $2,597+22.6% |
| Participant deferral / active EE | $10,491 | $4,212+149.1% | $6,183+69.7% | $4,028+160.5% |
| Admin fee / account holder | $2,813 | $4,798-41.4% | $8,715-67.7% | $5,404-47.9% |