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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 | $66,350 | $75,935-12.6% | $60,547+9.6% | $125,389-47.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -1.98% | -5.38%+3.4pp | 335.64%-337.6pp | 282.24%-284.2pp |
| Employer contribution / active EE | $1,928 | $3,438-43.9% | $2,419-20.3% | $4,866-60.4% |
| Participant deferral / active EE | $8,830 | $4,506+95.9% | $3,328+165.3% | $5,352+65.0% |
| Admin fee / account holder | $7,795 | $6,768+15.2% | $4,536+71.8% | $9,541-18.3% |