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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 | $79,127 | $27,632+186.4% | $61,452+28.8% | $68,486+15.5% |
| Participation rate | 73.3% | 39.5%+33.8pp | 52.6%+20.8pp | 67.9%+5.4pp |
| Annual return | -16.57% | -13.24%-3.3pp | 338.96%-355.5pp | -7.85%-8.7pp |
| Employer contribution / active EE | $1,085 | $696+55.9% | $1,160-6.5% | $2,597-58.2% |
| Participant deferral / active EE | $5,753 | $1,264+355.3% | $2,125+170.8% | $4,028+42.8% |
| Admin fee / account holder | $8,348 | $2,010+315.3% | $2,131+291.7% | $5,404+54.5% |