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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 | $82,191 | $91,537-10.2% | $130,045-36.8% | $75,173+9.3% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 13.97% | -631.55%+645.5pp | -137.30%+151.3pp | 160.72%-146.8pp |
| Employer contribution / active EE | $1,039 | $2,845-63.5% | $4,321-76.0% | $2,671-61.1% |
| Participant deferral / active EE | $5,749 | $4,343+32.4% | $5,820-1.2% | $4,126+39.3% |
| Admin fee / account holder | $886 | $6,780-86.9% | $10,600-91.6% | $5,651-84.3% |