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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 | $56,404 | $91,525-38.4% | $130,026-56.6% | $75,181-25.0% |
| Participation rate | 89.1% | 71.4%+17.6pp | 78.5%+10.6pp | 67.2%+21.9pp |
| Annual return | 28.75% | -631.40%+660.2pp | -137.26%+166.0pp | 160.69%-131.9pp |
| Employer contribution / active EE | $1,456 | $2,844-48.8% | $4,321-66.3% | $2,671-45.5% |
| Participant deferral / active EE | $0 | $4,342-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,104 | $6,778-24.7% | $10,608-51.9% | $5,650-9.7% |