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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 | $80,144 | $95,188-15.8% | $76,518+4.7% | $135,380-40.8% |
| Participation rate | 83.3% | 74.4%+8.9pp | 68.0%+15.3pp | 82.6%+0.7pp |
| Annual return | -8.91% | 4.85%-13.8pp | -0.27%-8.6pp | 519.81%-528.7pp |
| Employer contribution / active EE | $7,705 | $3,303+133.3% | $2,647+191.0% | $4,779+61.2% |
| Participant deferral / active EE | $14,677 | $4,640+216.3% | $3,836+282.6% | $5,609+161.7% |
| Admin fee / account holder | $1,154 | $6,249-81.5% | $4,849-76.2% | $10,828-89.3% |