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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 | $221,372 | $78,694+181.3% | $67,652+227.2% | $125,389+76.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -1.40% | 9.46%-10.9pp | 6625.40%-6626.8pp | 282.24%-283.6pp |
| Employer contribution / active EE | $2,718 | $3,044-10.7% | $2,266+20.0% | $4,866-44.1% |
| Participant deferral / active EE | $7,566 | $4,292+76.3% | $3,560+112.6% | $5,352+41.4% |
| Admin fee / account holder | $10,618 | $7,403+43.4% | $4,821+120.3% | $9,541+11.3% |