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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 | $65,133 | $75,962-14.3% | $154,108-57.7% | $64,173+1.5% |
| Participation rate | 81.0% | 70.4%+10.6pp | 83.0%-2.0pp | 69.6%+11.5pp |
| Annual return | -6.23% | 30.32%-36.6pp | 735.21%-741.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,185 | $3,350-64.6% | $5,298-77.6% | $2,381-50.2% |
| Participant deferral / active EE | $2,667 | $3,175-16.0% | $5,081-47.5% | $3,470-23.1% |
| Admin fee / account holder | $6,484 | $5,589+16.0% | $13,411-51.7% | $4,887+32.7% |