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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 | $179,810 | $78,694+128.5% | $67,652+165.8% | $125,389+43.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -1.71% | 9.46%-11.2pp | 6625.40%-6627.1pp | 282.24%-284.0pp |
| Employer contribution / active EE | $2,177 | $3,044-28.5% | $2,266-3.9% | $4,866-55.3% |
| Participant deferral / active EE | $6,535 | $4,292+52.3% | $3,560+83.6% | $5,352+22.1% |
| Admin fee / account holder | $7,366 | $7,403-0.5% | $4,821+52.8% | $9,541-22.8% |