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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 | $105,247 | $78,694+33.7% | $67,652+55.6% | $125,389-16.1% |
| Participation rate | 83.3% | 78.8%+4.5pp | 75.7%+7.7pp | 83.2%+0.1pp |
| Annual return | -0.71% | 9.46%-10.2pp | 6625.40%-6626.1pp | 282.24%-283.0pp |
| Employer contribution / active EE | $1,332 | $3,044-56.2% | $2,266-41.2% | $4,866-72.6% |
| Participant deferral / active EE | $3,806 | $4,292-11.3% | $3,560+6.9% | $5,352-28.9% |
| Admin fee / account holder | $16,436 | $7,403+122.0% | $4,821+240.9% | $9,541+72.3% |