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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 | $79,743 | $69,012+15.5% | $160,009-50.2% | $68,486+16.4% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -16.91% | -9.65%-7.3pp | 408.85%-425.8pp | -7.85%-9.1pp |
| Employer contribution / active EE | $2,571 | $2,212+16.2% | $4,225-39.1% | $2,597-1.0% |
| Participant deferral / active EE | $6,069 | $4,212+44.1% | $6,183-1.8% | $4,028+50.7% |
| Admin fee / account holder | $3,825 | $4,798-20.3% | $8,715-56.1% | $5,404-29.2% |