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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 | $105,872 | $78,694+34.5% | $67,652+56.5% | $125,389-15.6% |
| Participation rate | 90.0% | 78.8%+11.2pp | 75.7%+14.3pp | 83.2%+6.8pp |
| Annual return | -1.07% | 9.46%-10.5pp | 6625.40%-6626.5pp | 282.24%-283.3pp |
| Employer contribution / active EE | $2,052 | $3,044-32.6% | $2,266-9.4% | $4,866-57.8% |
| Participant deferral / active EE | $3,100 | $4,292-27.8% | $3,560-12.9% | $5,352-42.1% |
| Admin fee / account holder | $14,441 | $7,403+95.1% | $4,821+199.6% | $9,541+51.4% |