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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 | $85,181 | $105,861-19.5% | $90,756-6.1% | $134,509-36.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -14.27% | -10.99%-3.3pp | -12.16%-2.1pp | 418.13%-432.4pp |
| Employer contribution / active EE | $3,882 | $3,463+12.1% | $2,922+32.9% | $4,741-18.1% |
| Participant deferral / active EE | $10,261 | $5,217+96.7% | $4,565+124.8% | $6,400+60.3% |
| Admin fee / account holder | $7,120 | $13,938-48.9% | $8,445-15.7% | $11,427-37.7% |