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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 | $120,053 | $78,694+52.6% | $67,653+77.5% | $125,388-4.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -1.80% | 9.46%-11.3pp | 6625.22%-6627.0pp | 282.24%-284.0pp |
| Employer contribution / active EE | $2,989 | $3,044-1.8% | $2,266+31.9% | $4,866-38.6% |
| Participant deferral / active EE | $9,397 | $4,292+118.9% | $3,560+164.0% | $5,352+75.6% |
| Admin fee / account holder | $2,500 | $7,403-66.2% | $4,821-48.1% | $9,541-73.8% |