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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 | $82,486 | $54,370+51.7% | $82,763-0.3% | $68,490+20.4% |
| Participation rate | 82.2% | 63.9%+18.3pp | 72.6%+9.7pp | 67.9%+14.3pp |
| Annual return | -6.91% | -13.67%+6.8pp | 702.45%-709.4pp | -7.85%+0.9pp |
| Employer contribution / active EE | $1,926 | $2,219-13.2% | $3,008-36.0% | $2,597-25.8% |
| Participant deferral / active EE | $3,649 | $3,247+12.4% | $4,395-17.0% | $4,028-9.4% |
| Admin fee / account holder | $6,982 | $4,398+58.7% | $5,325+31.1% | $5,403+29.2% |