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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 | $17,238 | $82,314-79.1% | $68,808-74.9% | $134,532-87.2% |
| Participation rate | 91.7% | 75.1%+16.6pp | 69.0%+22.6pp | 81.2%+10.4pp |
| Annual return | 155.77% | -2.18%+157.9pp | -6.37%+162.1pp | 418.27%-262.5pp |
| Employer contribution / active EE | $1,737 | $3,301-47.4% | $2,656-34.6% | $4,741-63.4% |
| Participant deferral / active EE | $4,960 | $4,740+4.6% | $3,942+25.8% | $6,401-22.5% |
| Admin fee / account holder | $26,794 | $6,484+313.2% | $4,936+442.8% | $11,429+134.4% |