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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 | $34,168 | $95,975-64.4% | $74,552-54.2% | $135,382-74.8% |
| Participation rate | 92.9% | 75.7%+17.2pp | 69.1%+23.7pp | 82.6%+10.2pp |
| Annual return | -5.34% | 56.96%-62.3pp | 32.53%-37.9pp | 519.77%-525.1pp |
| Employer contribution / active EE | $4,636 | $2,716+70.7% | $1,961+136.4% | $4,779-3.0% |
| Participant deferral / active EE | $4,676 | $3,844+21.7% | $3,108+50.4% | $5,609-16.6% |
| Admin fee / account holder | $31,288 | $6,522+379.7% | $5,060+518.4% | $10,829+188.9% |