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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 | $69,197 | $57,352+20.7% | $83,831-17.5% | $64,173+7.8% |
| Participation rate | 71.0% | 68.6%+2.4pp | 76.1%-5.2pp | 69.6%+1.4pp |
| Annual return | -8.17% | 11.38%-19.6pp | 850.99%-859.2pp | 7.63%-15.8pp |
| Employer contribution / active EE | $1,712 | $2,546-32.8% | $3,631-52.9% | $2,381-28.1% |
| Participant deferral / active EE | $2,783 | $2,993-7.0% | $4,082-31.8% | $3,470-19.8% |
| Admin fee / account holder | $11,468 | $4,046+183.4% | $5,479+109.3% | $4,887+134.6% |