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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 | $89,800 | $45,872+95.8% | $77,096+16.5% | $68,486+31.1% |
| Participation rate | 85.2% | 55.9%+29.3pp | 67.9%+17.3pp | 67.9%+17.3pp |
| Annual return | -17.55% | 1.73%-19.3pp | 42.35%-59.9pp | -7.85%-9.7pp |
| Employer contribution / active EE | $1,212 | $1,650-26.5% | $2,814-56.9% | $2,597-53.3% |
| Participant deferral / active EE | $6,968 | $2,963+135.2% | $4,429+57.3% | $4,028+73.0% |
| Admin fee / account holder | $5,785 | $3,041+90.2% | $5,428+6.6% | $5,404+7.1% |