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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 | $79,272 | $39,798+99.2% | $67,704+17.1% | $59,633+32.9% |
| Participation rate | 94.9% | 57.4%+37.6pp | 67.5%+27.4pp | 68.7%+26.2pp |
| Annual return | -0.17% | 89.94%-90.1pp | 25.41%-25.6pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $176 | $1,393-87.4% | $2,559-93.1% | $2,203-92.0% |
| Participant deferral / active EE | $3,363 | $2,335+44.1% | $3,585-6.2% | $3,192+5.4% |
| Admin fee / account holder | $11,073 | $3,212+244.8% | $4,255+160.2% | $4,297+157.7% |