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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 | $161,412 | $39,798+305.6% | $67,704+138.4% | $59,633+170.7% |
| Participation rate | 71.4% | 57.4%+14.1pp | 67.5%+3.9pp | 68.7%+2.8pp |
| Annual return | 0.00% | 89.94%-89.9pp | 25.41%-25.4pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $674 | $1,393-51.6% | $2,559-73.7% | $2,203-69.4% |
| Participant deferral / active EE | $2,796 | $2,335+19.8% | $3,585-22.0% | $3,192-12.4% |
| Admin fee / account holder | $9,595 | $3,212+198.8% | $4,255+125.5% | $4,297+123.3% |