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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 | $83,837 | $78,694+6.5% | $67,652+23.9% | $125,389-33.1% |
| Participation rate | 83.3% | 78.8%+4.5pp | 75.7%+7.7pp | 83.2%+0.1pp |
| Annual return | -0.76% | 9.46%-10.2pp | 6625.40%-6626.2pp | 282.24%-283.0pp |
| Employer contribution / active EE | $2,345 | $3,044-23.0% | $2,266+3.5% | $4,866-51.8% |
| Participant deferral / active EE | $10,288 | $4,292+139.7% | $3,560+189.0% | $5,352+92.2% |
| Admin fee / account holder | $28,917 | $7,403+290.6% | $4,821+499.8% | $9,541+203.1% |