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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 | $94,825 | $82,678+14.7% | $125,391-24.4% | $68,490+38.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.90% | -5.97%-11.9pp | 572.41%-590.3pp | -7.85%-10.0pp |
| Employer contribution / active EE | $4,107 | $3,382+21.4% | $4,816-14.7% | $2,597+58.2% |
| Participant deferral / active EE | $6,388 | $6,111+4.5% | $7,448-14.2% | $4,028+58.6% |
| Admin fee / account holder | $31,139 | $6,277+396.0% | $10,009+211.1% | $5,403+476.3% |