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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 | $72,747 | $87,016-16.4% | $63,244+15.0% | $125,389-42.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -2.22% | 21.71%-23.9pp | -70.31%+68.1pp | 282.24%-284.5pp |
| Employer contribution / active EE | $12,625 | $3,601+250.6% | $2,322+443.7% | $4,866+159.4% |
| Participant deferral / active EE | $6,743 | $3,939+71.2% | $2,953+128.3% | $5,352+26.0% |
| Admin fee / account holder | $504 | $11,954-95.8% | $5,893-91.4% | $9,541-94.7% |