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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 | $101,611 | $78,694+29.1% | $67,652+50.2% | $125,389-19.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -2.20% | 9.46%-11.7pp | 6625.40%-6627.6pp | 282.24%-284.4pp |
| Employer contribution / active EE | $2,872 | $3,044-5.6% | $2,266+26.8% | $4,866-41.0% |
| Participant deferral / active EE | $7,435 | $4,292+73.2% | $3,560+108.9% | $5,352+38.9% |
| Admin fee / account holder | $9,754 | $7,403+31.8% | $4,821+102.3% | $9,541+2.2% |