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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 | $39,776 | $145,904-72.7% | $83,831-52.6% | - |
| Participation rate | 71.7% | 64.1%+7.6pp | 76.1%-4.4pp | - |
| Annual return | -7.33% | -3.19%-4.1pp | 850.99%-858.3pp | - |
| Employer contribution / active EE | $2,067 | $1,734+19.2% | $3,631-43.1% | - |
| Participant deferral / active EE | $3,830 | $2,760+38.8% | $4,082-6.2% | - |
| Admin fee / account holder | $3,765 | $8,727-56.9% | $5,479-31.3% | - |