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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 | $84,834 | $69,012+22.9% | $160,009-47.0% | $68,486+23.9% |
| Participation rate | 70.3% | 65.4%+4.9pp | 78.0%-7.7pp | 67.9%+2.4pp |
| Annual return | -17.78% | -9.65%-8.1pp | 408.85%-426.6pp | -7.85%-9.9pp |
| Employer contribution / active EE | $646 | $2,212-70.8% | $4,225-84.7% | $2,597-75.1% |
| Participant deferral / active EE | $4,722 | $4,212+12.1% | $6,183-23.6% | $4,028+17.3% |
| Admin fee / account holder | $7,778 | $4,798+62.1% | $8,715-10.8% | $5,404+43.9% |