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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 | $66,879 | $82,630-19.1% | $64,105+4.3% | $125,389-46.7% |
| Participation rate | 82.6% | 75.9%+6.8pp | 68.2%+14.4pp | 83.2%-0.6pp |
| Annual return | -1.37% | 1489.72%-1491.1pp | 791.24%-792.6pp | 282.24%-283.6pp |
| Employer contribution / active EE | $2,411 | $2,671-9.8% | $1,820+32.5% | $4,866-50.5% |
| Participant deferral / active EE | $4,249 | $3,608+17.7% | $2,822+50.6% | $5,352-20.6% |
| Admin fee / account holder | $32,730 | $6,382+412.9% | $4,499+627.5% | $9,541+243.1% |