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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 | $99,911 | $78,694+27.0% | $67,652+47.7% | $125,389-20.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -0.96% | 9.46%-10.4pp | 6625.40%-6626.4pp | 282.24%-283.2pp |
| Employer contribution / active EE | $1,794 | $3,044-41.1% | $2,266-20.8% | $4,866-63.1% |
| Participant deferral / active EE | $8,662 | $4,292+101.8% | $3,560+143.3% | $5,352+61.9% |
| Admin fee / account holder | $3,687 | $7,403-50.2% | $4,821-23.5% | $9,541-61.4% |