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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 | $94,733 | $69,012+37.3% | $160,037-40.8% | $68,490+38.3% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -14.15% | -9.65%-4.5pp | 408.95%-423.1pp | -7.85%-6.3pp |
| Employer contribution / active EE | $1,025 | $2,212-53.7% | $4,226-75.7% | $2,597-60.5% |
| Participant deferral / active EE | $7,874 | $4,212+87.0% | $6,184+27.3% | $4,028+95.5% |
| Admin fee / account holder | $1,738 | $4,798-63.8% | $8,716-80.1% | $5,403-67.8% |