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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 | $88,417 | $78,694+12.4% | $67,652+30.7% | $125,389-29.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -0.97% | 9.46%-10.4pp | 6625.40%-6626.4pp | 282.24%-283.2pp |
| Employer contribution / active EE | $2,033 | $3,044-33.2% | $2,266-10.3% | $4,866-58.2% |
| Participant deferral / active EE | $3,648 | $4,292-15.0% | $3,560+2.5% | $5,352-31.8% |
| Admin fee / account holder | $17,643 | $7,403+138.3% | $4,821+266.0% | $9,541+84.9% |