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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 | $63,804 | $104,116-38.7% | $71,089-10.2% | $135,380-52.9% |
| Participation rate | 85.7% | 65.7%+20.1pp | 54.6%+31.1pp | 82.6%+3.1pp |
| Annual return | -5.59% | 1256.51%-1262.1pp | 650.65%-656.2pp | 519.81%-525.4pp |
| Employer contribution / active EE | $1,079 | $1,485-27.4% | $1,088-0.8% | $4,779-77.4% |
| Participant deferral / active EE | $4,973 | $2,524+97.1% | $1,873+165.6% | $5,609-11.3% |
| Admin fee / account holder | $20,776 | $4,142+401.6% | $3,082+574.0% | $10,828+91.9% |