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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 | $95,298 | $78,694+21.1% | $67,652+40.9% | $125,389-24.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -1.76% | 9.46%-11.2pp | 6625.40%-6627.2pp | 282.24%-284.0pp |
| Employer contribution / active EE | $2,107 | $3,044-30.8% | $2,266-7.0% | $4,866-56.7% |
| Participant deferral / active EE | $9,261 | $4,292+115.8% | $3,560+160.2% | $5,352+73.0% |
| Admin fee / account holder | $1,605 | $7,403-78.3% | $4,821-66.7% | $9,541-83.2% |