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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 | $63,285 | $174,875-63.8% | $125,381-49.5% | - |
| Participation rate | 92.9% | 70.4%+22.5pp | 82.4%+10.6pp | - |
| Annual return | -16.89% | -12.92%-4.0pp | 572.31%-589.2pp | - |
| Employer contribution / active EE | $6,389 | $3,570+79.0% | $4,815+32.7% | - |
| Participant deferral / active EE | $9,929 | $6,354+56.3% | $7,448+33.3% | - |
| Admin fee / account holder | $5,217 | $56,366-90.7% | $10,007-47.9% | - |