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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 | $103,768 | $82,630+25.6% | $64,105+61.9% | $125,389-17.2% |
| Participation rate | 80.0% | 75.9%+4.1pp | 68.2%+11.8pp | 83.2%-3.2pp |
| Annual return | -1.11% | 1489.72%-1490.8pp | 791.24%-792.4pp | 282.24%-283.4pp |
| Employer contribution / active EE | $1,809 | $2,671-32.3% | $1,820-0.6% | $4,866-62.8% |
| Participant deferral / active EE | $10,134 | $3,608+180.9% | $2,822+259.2% | $5,352+89.4% |
| Admin fee / account holder | $508 | $6,382-92.0% | $4,499-88.7% | $9,541-94.7% |