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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 | $136,429 | $90,320+51.1% | $59,496+129.3% | $125,389+8.8% |
| Participation rate | 75.0% | 68.3%+6.7pp | 54.6%+20.4pp | 83.2%-8.2pp |
| Annual return | -3.97% | 369.13%-373.1pp | 182.05%-186.0pp | 282.24%-286.2pp |
| Employer contribution / active EE | $748 | $1,792-58.2% | $1,153-35.1% | $4,866-84.6% |
| Participant deferral / active EE | $5,732 | $2,716+111.0% | $1,829+213.3% | $5,352+7.1% |
| Admin fee / account holder | $18,022 | $3,063+488.4% | $2,232+707.3% | $9,541+88.9% |