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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 | $94,329 | $75,832+24.4% | $147,618-36.1% | $59,633+58.2% |
| Participation rate | 78.8% | 71.6%+7.2pp | 84.6%-5.8pp | 68.7%+10.1pp |
| Annual return | -2.05% | 0.37%-2.4pp | 61.98%-64.0pp | 2041.40%-2043.5pp |
| Employer contribution / active EE | $1,844 | $3,485-47.1% | $5,565-66.9% | $2,203-16.3% |
| Participant deferral / active EE | $3,713 | $3,131+18.6% | $4,895-24.1% | $3,192+16.3% |
| Admin fee / account holder | $100,825 | $5,986+1584.5% | $11,612+768.3% | $4,297+2246.4% |