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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 | $85,508 | $47,977+78.2% | $154,108-44.5% | $56,289+51.9% |
| Participation rate | 80.2% | 66.2%+14.0pp | 83.0%-2.8pp | 69.9%+10.3pp |
| Annual return | -3.81% | 3.54%-7.3pp | 735.21%-739.0pp | -9.96%+6.2pp |
| Employer contribution / active EE | $1,924 | $2,169-11.3% | $5,298-63.7% | $2,111-8.9% |
| Participant deferral / active EE | $3,955 | $2,392+65.4% | $5,081-22.2% | $3,350+18.1% |
| Admin fee / account holder | $1,730 | $438+294.8% | $13,411-87.1% | $521+232.1% |