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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 | $95,927 | $95,9750% | $74,549+28.7% | $135,379-29.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -1.50% | 56.96%-58.5pp | 32.53%-34.0pp | 519.79%-521.3pp |
| Employer contribution / active EE | $425 | $2,716-84.4% | $1,961-78.3% | $4,779-91.1% |
| Participant deferral / active EE | $4,205 | $3,844+9.4% | $3,108+35.3% | $5,609-25.0% |
| Admin fee / account holder | $77,684 | $6,522+1091.2% | $5,059+1435.6% | $10,828+617.4% |