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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 | $58,062 | $134,001-56.7% | $112,258-48.3% | $134,509-56.8% |
| Participation rate | 93.8% | 78.6%+15.2pp | 75.1%+18.7pp | 81.2%+12.5pp |
| Annual return | -11.81% | 47.15%-59.0pp | 27.47%-39.3pp | 418.13%-429.9pp |
| Employer contribution / active EE | $5,625 | $4,039+39.3% | $3,636+54.7% | $4,741+18.7% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3,183 | $7,491-57.5% | $6,411-50.4% | $11,427-72.1% |