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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 | $91,452 | $99,644-8.2% | $86,438+5.8% | $134,532-32.0% |
| Participation rate | 71.4% | 82.1%-10.6pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -14.50% | 6787.26%-6801.8pp | 4397.19%-4411.7pp | 418.27%-432.8pp |
| Employer contribution / active EE | $1,431 | $4,402-67.5% | $3,769-62.0% | $4,741-69.8% |
| Participant deferral / active EE | $2,813 | $7,247-61.2% | $6,952-59.5% | $6,401-56.1% |
| Admin fee / account holder | $10,334 | $8,375+23.4% | $6,733+53.5% | $11,429-9.6% |