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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 | $57,944 | $95,979-39.6% | $74,551-22.3% | $135,380-57.2% |
| Participation rate | 83.3% | 75.7%+7.7pp | 69.1%+14.2pp | 82.6%+0.7pp |
| Annual return | -1.96% | 56.97%-58.9pp | 32.53%-34.5pp | 519.81%-521.8pp |
| Employer contribution / active EE | $4,053 | $2,716+49.2% | $1,961+106.7% | $4,779-15.2% |
| Participant deferral / active EE | $9,368 | $3,844+143.7% | $3,108+201.4% | $5,609+67.0% |
| Admin fee / account holder | $1,018 | $6,522-84.4% | $5,059-79.9% | $10,828-90.6% |