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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 | $41,016 | $91,537-55.2% | $130,045-68.5% | $75,173-45.4% |
| Participation rate | 89.9% | 71.5%+18.4pp | 78.5%+11.4pp | 67.2%+22.7pp |
| Annual return | 49.70% | -631.55%+681.2pp | -137.30%+187.0pp | 160.72%-111.0pp |
| Employer contribution / active EE | $1,480 | $2,845-48.0% | $4,321-65.7% | $2,671-44.6% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $111,720 | $6,780+1547.8% | $10,600+953.9% | $5,651+1877.2% |