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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 | $87,007 | $99,644-12.7% | $86,438+0.7% | $134,532-35.3% |
| Participation rate | 87.5% | 82.1%+5.4pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -13.37% | 6787.26%-6800.6pp | 4397.19%-4410.6pp | 418.27%-431.6pp |
| Employer contribution / active EE | $1,710 | $4,402-61.2% | $3,769-54.6% | $4,741-63.9% |
| Participant deferral / active EE | $9,407 | $7,247+29.8% | $6,952+35.3% | $6,401+47.0% |
| Admin fee / account holder | $3,890 | $8,375-53.6% | $6,733-42.2% | $11,429-66.0% |