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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 | $66,480 | $48,274+37.7% | $63,517+4.7% | $59,632+11.5% |
| Participation rate | 81.4% | 66.3%+15.1pp | 71.0%+10.4pp | 68.7%+12.8pp |
| Annual return | 0.48% | -240.79%+241.3pp | -70.30%+70.8pp | 2041.32%-2040.8pp |
| Employer contribution / active EE | $2,085 | $1,586+31.5% | $2,322-10.2% | $2,203-5.3% |
| Participant deferral / active EE | $3,981 | $2,343+69.9% | $2,953+34.8% | $3,192+24.7% |
| Admin fee / account holder | $12,952 | $3,600+259.8% | $5,892+119.8% | $4,297+201.4% |