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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 | $10,095 | $93,098-89.2% | $77,081-86.9% | $134,509-92.5% |
| Participation rate | 84.6% | 74.5%+10.1pp | 67.9%+16.7pp | 81.2%+3.4pp |
| Annual return | -20.64% | 62.63%-83.3pp | 42.33%-63.0pp | 418.13%-438.8pp |
| Employer contribution / active EE | $2,655 | $3,419-22.3% | $2,813-5.6% | $4,741-44.0% |
| Participant deferral / active EE | $4,565 | $5,239-12.9% | $4,428+3.1% | $6,400-28.7% |
| Admin fee / account holder | $1,124 | $6,945-83.8% | $5,427-79.3% | $11,427-90.2% |