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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 | $61,480 | $95,979-35.9% | $74,551-17.5% | $135,380-54.6% |
| Participation rate | 85.7% | 75.7%+10.1pp | 69.1%+16.6pp | 82.6%+3.1pp |
| Annual return | -4.65% | 56.97%-61.6pp | 32.53%-37.2pp | 519.81%-524.5pp |
| Employer contribution / active EE | $1,916 | $2,716-29.5% | $1,961-2.3% | $4,779-59.9% |
| Participant deferral / active EE | $3,818 | $3,844-0.7% | $3,108+22.8% | $5,609-31.9% |
| Admin fee / account holder | $42,924 | $6,522+558.1% | $5,059+748.4% | $10,828+296.4% |