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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 | $98,163 | $87,016+12.8% | $63,244+55.2% | $125,389-21.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -0.03% | 21.71%-21.7pp | -70.31%+70.3pp | 282.24%-282.3pp |
| Employer contribution / active EE | $1,591 | $3,601-55.8% | $2,322-31.5% | $4,866-67.3% |
| Participant deferral / active EE | $0 | $3,939-100.0% | $2,953-100.0% | $5,352-100.0% |
| Admin fee / account holder | $12,708 | $11,954+6.3% | $5,893+115.7% | $9,541+33.2% |