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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 | $77,171 | $67,352+14.6% | $60,899+26.7% | $134,509-42.6% |
| Participation rate | 94.4% | 76.2%+18.3pp | 73.1%+21.3pp | 81.2%+13.2pp |
| Annual return | -10.13% | 49.99%-60.1pp | 16.92%-27.0pp | 418.13%-428.3pp |
| Employer contribution / active EE | $1,796 | $3,098-42.0% | $2,702-33.5% | $4,741-62.1% |
| Participant deferral / active EE | $1,950 | $4,539-57.0% | $3,817-48.9% | $6,400-69.5% |
| Admin fee / account holder | $10,835 | $4,585+136.3% | $3,225+236.0% | $11,427-5.2% |