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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 | $44,904 | $95,975-53.2% | $74,549-39.8% | $135,379-66.8% |
| Participation rate | 85.7% | 75.7%+10.1pp | 69.1%+16.6pp | 82.6%+3.1pp |
| Annual return | -4.69% | 56.96%-61.7pp | 32.53%-37.2pp | 519.79%-524.5pp |
| Employer contribution / active EE | $2,042 | $2,716-24.8% | $1,961+4.2% | $4,779-57.3% |
| Participant deferral / active EE | $3,070 | $3,844-20.1% | $3,108-1.2% | $5,609-45.3% |
| Admin fee / account holder | $20,652 | $6,522+216.7% | $5,059+308.2% | $10,828+90.7% |