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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 | $122,672 | $78,694+55.9% | $67,653+81.3% | $125,388-2.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -1.93% | 9.46%-11.4pp | 6625.22%-6627.2pp | 282.24%-284.2pp |
| Employer contribution / active EE | $3,423 | $3,044+12.5% | $2,266+51.1% | $4,866-29.7% |
| Participant deferral / active EE | $6,517 | $4,292+51.8% | $3,560+83.1% | $5,352+21.8% |
| Admin fee / account holder | $17,120 | $7,403+131.3% | $4,821+255.1% | $9,541+79.4% |