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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 | $89,771 | $112,933-20.5% | $90,970-1.3% | $158,982-43.5% |
| Participation rate | 71.4% | 74.7%-3.3pp | 69.0%+2.4pp | 82.0%-10.5pp |
| Annual return | 0.00% | 215.82%-215.8pp | 134.60%-134.6pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,951 | $2,893-32.6% | $2,122-8.1% | $4,763-59.0% |
| Participant deferral / active EE | $4,702 | $4,128+13.9% | $3,373+39.4% | $5,983-21.4% |
| Admin fee / account holder | $12,557 | $8,047+56.0% | $5,961+110.6% | $11,252+11.6% |