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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 | $116,309 | $82,630+40.8% | $64,105+81.4% | $125,389-7.2% |
| Participation rate | 88.9% | 75.9%+13.0pp | 68.2%+20.7pp | 83.2%+5.7pp |
| Annual return | -0.75% | 1489.72%-1490.5pp | 791.24%-792.0pp | 282.24%-283.0pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,273 | $3,608-64.7% | $2,822-54.9% | $5,352-76.2% |
| Admin fee / account holder | $4,987 | $6,382-21.9% | $4,499+10.8% | $9,541-47.7% |