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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 | $128,616 | $69,518+85.0% | $59,887+114.8% | $135,379-5.0% |
| Participation rate | 88.2% | 77.8%+10.4pp | 74.7%+13.5pp | 82.6%+5.6pp |
| Annual return | -1.30% | 7.95%-9.2pp | 3.46%-4.8pp | 519.79%-521.1pp |
| Employer contribution / active EE | $9,050 | $3,235+179.8% | $2,722+232.4% | $4,779+89.4% |
| Participant deferral / active EE | $0 | $4,204-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $29,111 | $5,734+407.7% | $3,591+710.6% | $10,828+168.9% |