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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 | $86,567 | $91,536-5.4% | $130,062-33.4% | $75,177+15.1% |
| Participation rate | 93.8% | 71.5%+22.3pp | 78.5%+15.2pp | 67.2%+26.5pp |
| Annual return | 68.22% | -631.62%+699.8pp | -137.37%+205.6pp | 160.75%-92.5pp |
| Employer contribution / active EE | $6,497 | $2,845+128.4% | $4,322+50.3% | $2,671+143.2% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,047 | $6,780-55.1% | $10,601-71.3% | $5,651-46.1% |