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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 | $67,002 | $75,962-11.8% | $154,108-56.5% | $64,173+4.4% |
| Participation rate | 88.0% | 70.4%+17.6pp | 83.0%+5.0pp | 69.6%+18.4pp |
| Annual return | -6.61% | 30.32%-36.9pp | 735.21%-741.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $2,345 | $3,350-30.0% | $5,298-55.7% | $2,381-1.5% |
| Participant deferral / active EE | $6,594 | $3,175+107.7% | $5,081+29.8% | $3,470+90.0% |
| Admin fee / account holder | $968 | $5,589-82.7% | $13,411-92.8% | $4,887-80.2% |