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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 | $28,610 | $95,979-70.2% | $74,551-61.6% | $135,380-78.9% |
| Participation rate | 85.7% | 75.7%+10.1pp | 69.1%+16.6pp | 82.6%+3.1pp |
| Annual return | -2.49% | 56.97%-59.5pp | 32.53%-35.0pp | 519.81%-522.3pp |
| Employer contribution / active EE | $4,000 | $2,716+47.3% | $1,961+104.0% | $4,779-16.3% |
| Participant deferral / active EE | $1,184 | $3,844-69.2% | $3,108-61.9% | $5,609-78.9% |
| Admin fee / account holder | $3,356 | $6,522-48.5% | $5,059-33.7% | $10,828-69.0% |