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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 | $79,242 | $91,536-13.4% | $130,062-39.1% | $75,177+5.4% |
| Participation rate | 98.4% | 71.5%+26.9pp | 78.5%+19.9pp | 67.2%+31.2pp |
| Annual return | 67.60% | -631.62%+699.2pp | -137.37%+205.0pp | 160.75%-93.2pp |
| Employer contribution / active EE | $4,372 | $2,845+53.7% | $4,322+1.2% | $2,671+63.7% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,745 | $6,780-74.3% | $10,601-83.5% | $5,651-69.1% |