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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 | $80,210 | $95,188-15.7% | $76,518+4.8% | $135,379-40.8% |
| Participation rate | 81.8% | 74.4%+7.4pp | 68.0%+13.8pp | 82.6%-0.8pp |
| Annual return | -2.83% | 4.85%-7.7pp | -0.27%-2.6pp | 519.79%-522.6pp |
| Employer contribution / active EE | $1,893 | $3,303-42.7% | $2,647-28.5% | $4,779-60.4% |
| Participant deferral / active EE | $5,687 | $4,640+22.6% | $3,836+48.3% | $5,609+1.4% |
| Admin fee / account holder | $35,061 | $6,249+461.1% | $4,849+623.1% | $10,828+223.8% |