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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 | $68,802 | $78,694-12.6% | $67,652+1.7% | $125,389-45.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -0.54% | 9.46%-10.0pp | 6625.40%-6625.9pp | 282.24%-282.8pp |
| Employer contribution / active EE | $3,120 | $3,044+2.5% | $2,266+37.7% | $4,866-35.9% |
| Participant deferral / active EE | $11,617 | $4,292+170.7% | $3,560+226.4% | $5,352+117.1% |
| Admin fee / account holder | $10,040 | $7,403+35.6% | $4,821+108.3% | $9,541+5.2% |