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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 | $27,634 | $190,862-85.5% | $159,991-82.7% | $134,509-79.5% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.0%+5.4pp | 81.2%+2.1pp |
| Annual return | -16.82% | 552.59%-569.4pp | 408.82%-425.6pp | 418.13%-435.0pp |
| Employer contribution / active EE | $2,891 | $4,995-42.1% | $4,225-31.6% | $4,741-39.0% |
| Participant deferral / active EE | $6,206 | $6,924-10.4% | $6,183+0.4% | $6,400-3.0% |
| Admin fee / account holder | $1,785 | $10,495-83.0% | $8,715-79.5% | $11,427-84.4% |