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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 | $77,934 | $52,519+48.4% | $155,789-50.0% | $59,633+30.7% |
| Participation rate | 71.9% | 61.7%+10.2pp | 76.1%-4.2pp | 68.7%+3.3pp |
| Annual return | -2.03% | 53.51%-55.5pp | 71.54%-73.6pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $244 | $1,589-84.7% | $3,839-93.7% | $2,203-88.9% |
| Participant deferral / active EE | $5,049 | $3,084+63.7% | $4,798+5.2% | $3,192+58.2% |
| Admin fee / account holder | $12,739 | $3,540+259.9% | $7,477+70.4% | $4,297+196.5% |