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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 | $57,965 | $39,798+45.6% | $67,704-14.4% | $59,633-2.8% |
| Participation rate | 88.4% | 57.4%+31.0pp | 67.5%+20.9pp | 68.7%+19.7pp |
| Annual return | -0.39% | 89.94%-90.3pp | 25.41%-25.8pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $828 | $1,393-40.6% | $2,559-67.6% | $2,203-62.4% |
| Participant deferral / active EE | $2,655 | $2,335+13.7% | $3,585-25.9% | $3,192-16.8% |
| Admin fee / account holder | $6,230 | $3,212+94.0% | $4,255+46.4% | $4,297+45.0% |