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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 | $113,736 | $82,678+37.6% | $125,391-9.3% | $68,490+66.1% |
| Participation rate | 77.4% | 75.1%+2.4pp | 82.4%-5.0pp | 67.9%+9.5pp |
| Annual return | -16.72% | -5.97%-10.8pp | 572.41%-589.1pp | -7.85%-8.9pp |
| Employer contribution / active EE | $702 | $3,382-79.3% | $4,816-85.4% | $2,597-73.0% |
| Participant deferral / active EE | $5,899 | $6,111-3.5% | $7,448-20.8% | $4,028+46.5% |
| Admin fee / account holder | $67,520 | $6,277+975.6% | $10,009+574.6% | $5,403+1149.7% |