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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 | $36,558 | $91,525-60.1% | $130,026-71.9% | $75,181-51.4% |
| Participation rate | 73.6% | 71.4%+2.1pp | 78.5%-4.9pp | 67.2%+6.4pp |
| Annual return | 116.58% | -631.40%+748.0pp | -137.26%+253.8pp | 160.69%-44.1pp |
| Employer contribution / active EE | $3,762 | $2,844+32.3% | $4,321-12.9% | $2,671+40.9% |
| Participant deferral / active EE | $6,350 | $4,342+46.2% | $5,821+9.1% | $4,126+53.9% |
| Admin fee / account holder | $6,135 | $6,778-9.5% | $10,608-42.2% | $5,650+8.6% |