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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 | $80,059 | $52,519+52.4% | $155,789-48.6% | $59,633+34.3% |
| Participation rate | 80.0% | 61.7%+18.3pp | 76.1%+3.9pp | 68.7%+11.3pp |
| Annual return | -1.42% | 53.51%-54.9pp | 71.54%-73.0pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $1,169 | $1,589-26.4% | $3,839-69.5% | $2,203-46.9% |
| Participant deferral / active EE | $2,432 | $3,084-21.2% | $4,798-49.3% | $3,192-23.8% |
| Admin fee / account holder | $7,217 | $3,540+103.9% | $7,477-3.5% | $4,297+68.0% |