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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 | $91,728 | $54,380+68.7% | $68,509+33.9% | $59,633+53.8% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | -0.85% | 2.83%-3.7pp | 8.27%-9.1pp | 2041.40%-2042.3pp |
| Employer contribution / active EE | $1,379 | $1,539-10.3% | $2,278-39.4% | $2,203-37.4% |
| Participant deferral / active EE | $3,326 | $2,643+25.8% | $3,382-1.7% | $3,192+4.2% |
| Admin fee / account holder | $21,904 | $3,885+463.8% | $5,275+315.3% | $4,297+409.7% |