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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 | $85,067 | $91,911-7.4% | $68,612+24.0% | $135,380-37.2% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -5.48% | -8.22%+2.7pp | -4.63%-0.8pp | 519.81%-525.3pp |
| Employer contribution / active EE | $5,912 | $3,924+50.7% | $2,625+125.2% | $4,779+23.7% |
| Participant deferral / active EE | $4,566 | $4,315+5.8% | $3,311+37.9% | $5,609-18.6% |
| Admin fee / account holder | $4,033 | $9,240-56.4% | $5,131-21.4% | $10,828-62.8% |