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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 | $161,835 | $78,694+105.7% | $67,652+139.2% | $125,389+29.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -1.07% | 9.46%-10.5pp | 6625.40%-6626.5pp | 282.24%-283.3pp |
| Employer contribution / active EE | $2,116 | $3,044-30.5% | $2,266-6.6% | $4,866-56.5% |
| Participant deferral / active EE | $6,330 | $4,292+47.5% | $3,560+77.8% | $5,352+18.3% |
| Admin fee / account holder | $30,841 | $7,403+316.6% | $4,821+539.8% | $9,541+223.3% |