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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 | $67,111 | $78,694-14.7% | $67,652-0.8% | $125,389-46.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -2.09% | 9.46%-11.5pp | 6625.40%-6627.5pp | 282.24%-284.3pp |
| Employer contribution / active EE | $3,690 | $3,044+21.2% | $2,266+62.9% | $4,866-24.2% |
| Participant deferral / active EE | $8,695 | $4,292+102.6% | $3,560+144.3% | $5,352+62.5% |
| Admin fee / account holder | $17,197 | $7,403+132.3% | $4,821+256.7% | $9,541+80.2% |