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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 | $59,987 | $95,979-37.5% | $74,551-19.5% | $135,380-55.7% |
| Participation rate | 85.7% | 75.7%+10.1pp | 69.1%+16.6pp | 82.6%+3.1pp |
| Annual return | -1.79% | 56.97%-58.8pp | 32.53%-34.3pp | 519.81%-521.6pp |
| Employer contribution / active EE | $1,008 | $2,716-62.9% | $1,961-48.6% | $4,779-78.9% |
| Participant deferral / active EE | $2,016 | $3,844-47.6% | $3,108-35.2% | $5,609-64.1% |
| Admin fee / account holder | $22,329 | $6,522+242.4% | $5,059+341.4% | $10,828+106.2% |