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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 | $48,640 | $54,355-10.5% | $82,744-41.2% | $68,486-29.0% |
| Participation rate | 82.9% | 63.9%+18.9pp | 72.6%+10.3pp | 67.9%+15.0pp |
| Annual return | -16.44% | -13.67%-2.8pp | 702.22%-718.7pp | -7.85%-8.6pp |
| Employer contribution / active EE | $1,746 | $2,219-21.3% | $3,008-41.9% | $2,597-32.8% |
| Participant deferral / active EE | $10,505 | $3,246+223.6% | $4,395+139.0% | $4,028+160.8% |
| Admin fee / account holder | $61,458 | $4,397+1297.8% | $5,325+1054.2% | $5,404+1037.3% |