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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 | $98,937 | $78,694+25.7% | $67,652+46.2% | $125,389-21.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -2.19% | 9.46%-11.6pp | 6625.40%-6627.6pp | 282.24%-284.4pp |
| Employer contribution / active EE | $2,126 | $3,044-30.2% | $2,266-6.2% | $4,866-56.3% |
| Participant deferral / active EE | $6,360 | $4,292+48.2% | $3,560+78.7% | $5,352+18.8% |
| Admin fee / account holder | $2,207 | $7,403-70.2% | $4,821-54.2% | $9,541-76.9% |