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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 | $174,159 | $90,320+92.8% | $59,496+192.7% | $125,393+38.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | -1.65% | 369.13%-370.8pp | 182.05%-183.7pp | 282.23%-283.9pp |
| Employer contribution / active EE | $1,393 | $1,792-22.2% | $1,153+20.8% | $4,866-71.4% |
| Participant deferral / active EE | $7,970 | $2,716+193.5% | $1,829+335.7% | $5,351+48.9% |
| Admin fee / account holder | $6,739 | $3,063+120.0% | $2,232+201.9% | $9,541-29.4% |