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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 | $81,525 | $78,694+3.6% | $67,652+20.5% | $125,389-35.0% |
| Participation rate | 90.0% | 78.8%+11.2pp | 75.7%+14.3pp | 83.2%+6.8pp |
| Annual return | -3.12% | 9.46%-12.6pp | 6625.40%-6628.5pp | 282.24%-285.4pp |
| Employer contribution / active EE | $3,608 | $3,044+18.6% | $2,266+59.3% | $4,866-25.8% |
| Participant deferral / active EE | $10,727 | $4,292+149.9% | $3,560+201.3% | $5,352+100.4% |
| Admin fee / account holder | $379 | $7,403-94.9% | $4,821-92.1% | $9,541-96.0% |