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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 | $86,047 | $84,493+1.8% | $125,381-31.4% | $66,938+28.5% |
| Participation rate | 97.2% | 76.4%+20.8pp | 82.4%+14.9pp | 69.8%+27.4pp |
| Annual return | -8.75% | -8.49%-0.3pp | 572.31%-581.1pp | 1.58%-10.3pp |
| Employer contribution / active EE | $7,507 | $3,554+111.3% | $4,815+55.9% | $2,545+195.0% |
| Participant deferral / active EE | $7,753 | $6,783+14.3% | $7,448+4.1% | $4,238+82.9% |
| Admin fee / account holder | $4,267 | $685+522.9% | $10,007-57.4% | $594+618.9% |