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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 | $62,440 | $67,396-7.4% | $60,919+2.5% | $134,545-53.6% |
| Participation rate | 95.0% | 76.2%+18.8pp | 73.1%+21.9pp | 81.2%+13.8pp |
| Annual return | -5.20% | 50.12%-55.3pp | 16.96%-22.2pp | 418.37%-423.6pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $2,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $7,121 | $4,534+57.0% | $3,814+86.7% | $6,401+11.2% |
| Admin fee / account holder | $1,627 | $4,590-64.6% | $3,228-49.6% | $11,431-85.8% |