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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 | $67,813 | $75,962-10.7% | $154,108-56.0% | $64,173+5.7% |
| Participation rate | 87.8% | 70.4%+17.4pp | 83.0%+4.8pp | 69.6%+18.2pp |
| Annual return | -5.18% | 30.32%-35.5pp | 735.21%-740.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,238 | $3,350-63.1% | $5,298-76.6% | $2,381-48.0% |
| Participant deferral / active EE | $3,667 | $3,175+15.5% | $5,081-27.8% | $3,470+5.7% |
| Admin fee / account holder | $13,499 | $5,589+141.5% | $13,411+0.7% | $4,887+176.2% |