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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 | $54,337 | $48,274+12.6% | $63,244-14.1% | $59,633-8.9% |
| Participation rate | 81.6% | 66.3%+15.3pp | 71.0%+10.6pp | 68.7%+13.0pp |
| Annual return | 0.68% | -240.79%+241.5pp | -70.31%+71.0pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $650 | $1,586-59.0% | $2,322-72.0% | $2,203-70.5% |
| Participant deferral / active EE | $2,950 | $2,343+25.9% | $2,953-0.1% | $3,192-7.6% |
| Admin fee / account holder | $1,875 | $3,600-47.9% | $5,893-68.2% | $4,297-56.4% |