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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 | $80,166 | $93,098-13.9% | $77,081+4.0% | $134,509-40.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.78% | 62.63%-79.4pp | 42.33%-59.1pp | 418.13%-434.9pp |
| Employer contribution / active EE | $1,544 | $3,419-54.8% | $2,813-45.1% | $4,741-67.4% |
| Participant deferral / active EE | $1,301 | $5,239-75.2% | $4,428-70.6% | $6,400-79.7% |
| Admin fee / account holder | $10,336 | $6,945+48.8% | $5,427+90.5% | $11,427-9.5% |