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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 | $72,617 | $47,977+51.4% | $154,111-52.9% | $56,287+29.0% |
| Participation rate | 99.0% | 66.2%+32.8pp | 83.0%+16.0pp | 69.9%+29.2pp |
| Annual return | -6.06% | 3.54%-9.6pp | 735.18%-741.2pp | -9.96%+3.9pp |
| Employer contribution / active EE | $2,818 | $2,169+30.0% | $5,298-46.8% | $2,111+33.5% |
| Participant deferral / active EE | $4,463 | $2,392+86.6% | $5,081-12.2% | $3,350+33.2% |
| Admin fee / account holder | $1,030 | $438+135.0% | $13,411-92.3% | $521+97.6% |